FLCC - ETF AI Analysis
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Federated Hermes MDT Large Cap Core ETF (FLCC)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum for investors.
Leading Technology Holdings
Several major technology names in the top holdings have shown strong performance, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any single industry struggles.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can increase risk if that sector experiences a downturn.
Concentration in a Few Big Names
The top holdings make up a meaningful portion of the fund, so weakness in these companies could noticeably affect performance.
Mixed Results Among Top Holdings
While some leading positions have done well, a few key holdings have shown weaker performance, which can drag on overall returns.
FLCC vs. SPDR S&P 500 ETF (SPY)
AUM148.39M
RegionNorth America
Expense Ratio0.29%
Beta1.01
IssuerFederated Hermes
Inception DateJul 31, 2024
Dividend Yield0.44%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume49,400
30 Day Avg. Volume27,809
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
43.61Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering151
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FLCC Summary
Federated Hermes MDT Large Cap Core ETF (FLCC) is a U.S. stock fund that focuses on large, well-established companies rather than tracking a specific index. It invests across many sectors, with a big tilt toward technology, and holds famous names like Apple and Nvidia. This ETF can be attractive for investors who want broad exposure to leading American companies in one investment, aiming for long-term growth and diversification. However, because it is heavily invested in large U.S. stocks and tech, its value can go up and down with the stock market and may be more volatile when tech shares swing.
How much will it cost me?The Federated Hermes MDT Large Cap Core ETF (FLCC) has an expense ratio of 0.29%, meaning you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, which typically involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The FLCC ETF, with its strong focus on large-cap U.S. companies, could benefit from continued growth in the technology sector, especially as its top holdings include major players like Microsoft, Nvidia, and Apple. However, rising interest rates or economic slowdowns could negatively impact consumer spending and the financial sector, which are also significant parts of the ETF's portfolio. Regulatory changes or geopolitical tensions affecting the U.S. market could further influence its performance.
FLCC Top 10 Holdings
FLCC is riding the Big Tech wave, with Microsoft and Amazon doing much of the heavy lifting lately as their cloud and AI stories gain traction. Nvidia and Alphabet are still key engines, but their more mixed recent moves mean they’re no longer sprinting ahead like earlier in the year. Apple feels like it’s losing a bit of steam in the short term, while Broadcom’s recent softness isn’t helping. Overall, this is a U.S.-focused, large-cap fund with a clear tilt toward technology and digital platforms, so performance is tightly tied to the tech cycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.12% | $11.99M | $5.55T | 37.92% | 76 Outperform | |
| Apple | 6.72% | $9.92M | $4.67T | 33.49% | 79 Outperform | |
| Alphabet Class A | 6.27% | $9.26M | $4.12T | 44.02% | 85 Outperform | |
| Microsoft | 4.51% | $6.66M | $3.71T | 0.95% | 79 Outperform | |
| Amazon | 3.27% | $4.82M | $2.79T | 11.27% | 71 Outperform | |
| AbbVie | 2.11% | $3.12M | $453.19B | 20.65% | 66 Neutral | |
| Fiserv | 2.11% | $3.11M | $28.18B | -60.76% | 68 Neutral | |
| Broadcom | 2.01% | $2.97M | $1.70T | 6.87% | 76 Outperform | |
| Costco | 1.99% | $2.93M | $406.11B | -4.95% | 72 Outperform | |
| GE Aerospace | 1.97% | $2.91M | $349.78B | 20.73% | 72 Outperform |
FLCC Technical Analysis
Positive
―
Price Trends
36.18
Positive
35.37
Positive
33.74
Positive
Market Momentum
0.16
Positive
54.56
Neutral
56.30
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FLCC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.89, equal to the 50-day MA of 36.18, and equal to the 200-day MA of 33.74, indicating a neutral trend. The MACD of 0.16 indicates Positive momentum. The RSI at 54.56 is Neutral, neither overbought nor oversold. The STOCH value of 56.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FLCC.
FLCC Peer Comparison
Comparison Results
Performance Comparison
FLCC
Federated Hermes MDT Large Cap Core ETF
36.87
5.23
16.53%
FTQI
First Trust Hedged BuyWrite Income ETF
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INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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NBCR
Neuberger Berman Core Equity ETF
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AFLG
First Trust Active Factor Large Cap ETF
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GSPY
Gotham Enhanced 500 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.
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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