FSCC - ETF AI Analysis
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Federated Hermes MDT Small Cap Core ETF (FSCC)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum in its small-cap holdings.
Broad Sector Diversification
Holdings are spread across many sectors such as industrials, health care, financials, and technology, which helps reduce the impact if any one industry struggles.
Multiple Strong Top Holdings
Several of the largest positions, including companies in energy, industrials, and health care, have delivered strong year-to-date performance that supports the fund’s overall returns.
Negative Factors
High U.S. Concentration
The fund is invested almost entirely in U.S. companies, offering very limited geographic diversification outside the United States.
Exposure to a Weak Top Holding
One of the top positions has shown weak performance so far this year, which can drag on the ETF’s overall results if it continues to lag.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, meaning a noticeable portion of returns goes toward fees each year.
FSCC vs. SPDR S&P 500 ETF (SPY)
AUM305.50M
RegionNorth America
Expense Ratio0.36%
Beta1.12
IssuerFederated Hermes
Inception DateJul 31, 2024
Dividend Yield0.22%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume33,407
30 Day Avg. Volume59,161
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
43.90Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering299
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FSCC Summary
The Federated Hermes MDT Small Cap Core ETF (FSCC) focuses on smaller U.S. companies that don’t have an underlying index but follow a small-cap “core” theme, meaning it invests across many types of businesses. It holds a wide mix of sectors like industrials, health care, financials, and technology, with examples including American Healthcare REIT and Bloom Energy. Someone might invest in FSCC to seek long-term growth and diversify beyond large, well-known stocks. A key risk is that small-cap stocks can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
How much will it cost me?The Federated Hermes MDT Small Cap Core ETF (FSCC) has an expense ratio of 0.36%, which means you’ll pay $3.60 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 expertise to select small-cap stocks with growth potential.
What would affect this ETF?The FSCC ETF, focused on U.S. small-cap companies across diverse sectors like Industrials, Financials, and Health Care, could benefit from economic growth and innovation in these industries, as smaller firms often thrive in expanding markets. However, it may face challenges from rising interest rates, which can increase borrowing costs for small businesses, and economic slowdowns, which tend to impact smaller companies more significantly. Regulatory changes or sector-specific disruptions could also influence the ETF's performance.
FSCC Top 10 Holdings
FSCC’s story is all about U.S. small caps with a tilt toward industrials, health care, and financials. Recent strength from names like Bloom Energy, Powell Industries, and Arteris has given the fund a spark, as these more growth-oriented holdings have been rising and adding momentum. On the steadier side, BankUnited and CNO Financial are quietly supporting returns without much drama. Offsetting some of that progress, American Healthcare REIT has been lagging, showing that not every bet in this diversified small-cap mix is paying off at the moment.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| American Healthcare REIT, Inc. | 2.10% | $6.42M | $9.71B | 28.78% | 64 Neutral | |
| Bloom Energy | 1.77% | $5.41M | $93.56B | 1433.02% | 62 Neutral | |
| BrightSpring Health Services, Inc. | 1.52% | $4.64M | $13.00B | 195.12% | 67 Neutral | |
| Sphere Entertainment | 1.33% | $4.05M | $5.63B | 284.73% | 66 Neutral | |
| Arteris | 1.28% | $3.90M | $2.04B | 432.73% | 50 Neutral | |
| Postal Realty | 1.19% | $3.64M | $753.79M | 49.90% | 77 Outperform | |
| Indivior | 1.09% | $3.32M | $4.67B | 174.70% | 66 Neutral | |
| BankUnited | 1.08% | $3.29M | $3.46B | 40.58% | 74 Outperform | |
| Mirum Pharmaceuticals | 1.07% | $3.25M | $6.53B | 114.36% | 56 Neutral | |
| Powell Industries | 1.06% | $3.24M | $10.83B | 411.52% | 76 Outperform |
FSCC Technical Analysis
Positive
―
Price Trends
34.64
Positive
32.74
Positive
31.47
Positive
Market Momentum
0.73
Negative
66.99
Neutral
91.76
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FSCC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 35.55, equal to the 50-day MA of 34.64, and equal to the 200-day MA of 31.47, indicating a bullish trend. The MACD of 0.73 indicates Negative momentum. The RSI at 66.99 is Neutral, neither overbought nor oversold. The STOCH value of 91.76 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FSCC.
FSCC Peer Comparison
Comparison Results
Performance Comparison
FSCC
Federated Hermes MDT Small Cap Core ETF
37.05
10.45
39.29%
SEIS
SEI Select Small Cap ETF
―
―
―
SCDV
Bahl & Gaynor Small Cap Dividend ETF
―
―
―
SIXS
ETC 6 Meridian Small Cap Equity ETF
―
―
―
FSML
Franklin Small Cap Enhanced ETF
―
―
―
AFSM
First Trust Active Factor Small Cap ETF
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―
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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.
DisclaimerThis 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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