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FLCG - ETF AI Analysis
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Federated Hermes MDT Large Cap Growth ETF (FLCG)
Rating:74Outperform
Price Target:―
Positive Factors
Exposure to Leading Growth Companies
The ETF holds many well-known large technology and growth names, giving investors access to companies that have been key drivers of the stock market over time.
Focused Growth Sector Tilt
With over half of the fund in technology and additional exposure to consumer and communication services, the ETF is positioned to benefit when growth-oriented sectors are performing well.
Moderate Fund Size
The fund’s sizable asset base suggests it has attracted a meaningful level of investor interest and should be large enough to trade reasonably efficiently.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year to date, indicating recent performance has been weak.
High Concentration in a Few Tech Giants
A large share of the portfolio is tied up in a small number of big technology stocks, so setbacks in these companies can strongly affect the fund.
Higher Expense Ratio for a Passive ETF
The fund’s expense ratio is on the higher side compared with many low-cost index ETFs, which can modestly reduce investors’ net returns over time.
FLCG vs. SPDR S&P 500 ETF (SPY)
AUM403.81M
RegionNorth America
Expense Ratio0.39%
Beta1.21
IssuerFederated Hermes
Inception DateJul 31, 2024
Dividend Yield0.05%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume49,340
30 Day Avg. Volume107,937
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
40.09Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering97
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FLCG Summary
Federated Hermes MDT Large Cap Growth ETF (FLCG) is a U.S. stock fund that focuses on large, fast-growing companies rather than tracking a specific index. It is heavily invested in technology and other growth areas, with top holdings like Nvidia and Microsoft, plus other big names such as Apple and Alphabet. Someone might consider this ETF if they want long-term growth and instant diversification across many leading companies instead of picking individual stocks. A key risk is that it is heavily tilted toward tech and growth stocks, so its price can swing up and down more than the overall market.
How much will it cost me?The Federated Hermes MDT Large Cap Growth ETF (FLCG) has an expense ratio of 0.39%, meaning you’ll pay $3.90 per year for every $1,000 invested. This expense ratio is slightly higher than average because the fund is actively managed, requiring more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The Federated Hermes MDT Large Cap Growth ETF (FLCG) is heavily focused on U.S.-based technology and consumer cyclical sectors, which could benefit from innovation and strong consumer demand, especially if economic conditions remain favorable and interest rates stabilize or decrease. However, the ETF's reliance on tech giants like Nvidia, Microsoft, and Apple makes it vulnerable to regulatory changes, slowing growth in the tech sector, or broader economic downturns that could negatively impact high-growth companies. Diversification across sectors helps mitigate risks, but its concentration in a few top holdings could amplify volatility during market shifts.
FLCG Top 10 Holdings
FLCG is riding the Big Tech and AI wave, with Nvidia and Alphabet acting as key engines of recent strength, helped by Alphabet’s upbeat momentum and Nvidia’s long-term AI story despite some short-term choppiness. Microsoft and Apple, however, have been losing steam lately, and their size in the portfolio can weigh on returns. Meta and Tesla are also lagging, adding a bit more drag. With over half the fund in U.S. technology and the rest largely in U.S. consumer and communication giants, this is very much a concentrated bet on American growth leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.84% | $50.93M | $4.64T | 59.18% | 76 Outperform | |
| Apple | 10.42% | $41.35M | $3.81T | 9.95% | 79 Outperform | |
| Microsoft | 10.29% | $40.83M | $3.20T | 3.67% | 79 Outperform | |
| Alphabet Class A | 7.47% | $29.63M | $4.08T | 65.67% | 85 Outperform | |
| Broadcom | 4.31% | $17.11M | $1.57T | 49.73% | 76 Outperform | |
| Amazon | 3.53% | $14.01M | $2.56T | 0.68% | 71 Outperform | |
| Meta Platforms | 3.26% | $12.94M | $1.81T | 3.96% | 76 Outperform | |
| Tesla | 2.56% | $10.14M | $1.62T | 6.38% | 73 Outperform | |
| AbbVie | 2.15% | $8.54M | $394.14B | 21.27% | 66 Neutral | |
| Eli Lilly & Co | 2.14% | $8.50M | $980.50B | 27.87% | 72 Outperform |
FLCG Technical Analysis
Negative
―
Price Trends
32.79
Negative
32.73
Negative
31.02
Positive
Market Momentum
-0.13
Positive
43.11
Neutral
65.03
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FLCG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 32.73, equal to the 50-day MA of 32.79, and equal to the 200-day MA of 31.02, indicating a neutral trend. The MACD of -0.13 indicates Positive momentum. The RSI at 43.11 is Neutral, neither overbought nor oversold. The STOCH value of 65.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FLCG.
FLCG Peer Comparison
Comparison Results
Performance Comparison
FLCG
Federated Hermes MDT Large Cap Growth ETF
32.36
3.33
11.47%
IWLG
IQ Winslow Large Cap Growth ETF
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QDVO
Amplify CWP Growth & Income ETF
―
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LRGE
ClearBridge Large Cap Growth ESG ETF
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―
―
LRGG
Macquarie Focused Large Growth ETF
―
―
―
CAML
Congress Large Cap Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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