FLCC - ETF AI Analysis
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Federated Hermes MDT Large Cap Core ETF (FLCC)
FLCC, the Federated Hermes MDT Large Cap Core ETF, earns a solid overall rating largely because it is anchored by high‑quality tech leaders like Alphabet, Apple, Microsoft, and Nvidia, which all show strong financial performance, positive earnings commentary, and promising growth in areas like AI, cloud, and services. The rating is held back somewhat by holdings such as AbbVie and Fiserv, where valuation, leverage, and near‑term guidance risks are more noticeable. The main risk factor is the fund’s meaningful tilt toward large technology and AI‑focused companies, which can increase sensitivity to tech sector downturns and valuation pullbacks.
FLCC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 179.77M
- Region
- North America
- Expense Ratio
- 0.29%
- Beta
- 1.00
- Issuer
- Federated Hermes
- Inception Date
- Jul 31, 2024
- Dividend Yield
- 0.45%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
FLCC Summary
Federated Hermes MDT Large Cap Core ETF (FLCC) is a U.S. stock fund that focuses on large, well-established companies across many industries, with a strong tilt toward technology. It doesn’t track a specific index, but instead aims to build a diversified mix of big-name stocks to balance growth and stability. Top holdings include familiar companies like Apple and Nvidia, along with other major tech and consumer brands. Someone might invest in FLCC to get broad exposure to leading U.S. companies in a single investment. A key risk is that it can rise or fall with the overall stock market, especially tech stocks.
How much will it cost me?
This ETF has an expense ratio of 0.29%, which means you’ll pay about $2.90 per year for every $1,000 invested. That’s a bit higher than the average index ETF because this fund is actively managed rather than simply tracking a market index.
What would affect this ETF?
FLCC is heavily invested in large U.S. technology and other major growth companies like Nvidia, Apple, and Microsoft, so it could benefit if innovation, corporate earnings, and the overall U.S. economy stay strong. On the downside, higher interest rates, a slowdown in big tech, or broader market weakness in large-cap U.S. stocks could hurt performance, and changes in regulation or taxes affecting these sectors could also be a drag.
FLCC Top 10 Holdings
FLCC is leaning heavily on Big Tech, with Apple, Microsoft, and Amazon doing most of the heavy lifting as their shares keep rising on the back of strong earnings and cloud and services growth. Nvidia, despite its AI buzz, has been more mixed lately and is losing a bit of steam, while Alphabet’s recent slide has quietly weighed on the fund. Outside tech, steady gains from AbbVie and Costco add a defensive backbone. With a U.S.-only, large-cap focus and notable concentration in a handful of mega-cap names, the fund’s story is largely a bet on American tech leadership.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.96% | $14.43M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.01% | $12.71M | $5.03T | 26.98% | 79Outperform |
 GOOGL | Alphabet Class A | 4.92% | $8.92M | $3.41T | -0.58% | 85Outperform |
 MSFT | Microsoft | 3.69% | $6.69M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.01% | $5.45M | $2.59T | 7.85% | 71Outperform |
 ABBV | AbbVie | 2.41% | $4.37M | $521.11B | 29.22% | 66Neutral |
 COST | Costco | 2.21% | $4.01M | $448.57B | 10.01% | 72Outperform |
 AVGO | Broadcom | 2.20% | $3.99M | $1.56T | -13.38% | 76Outperform |
 FISV | Fiserv | 1.93% | $3.50M | $26.60B | -23.27% | 68Neutral |
 GE | GE Aerospace | 1.89% | $3.43M | $311.87B | -2.88% | 72Outperform |
FLCC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FLCC, the sentiment is Negative. The current price of 36.05 is below the 20-day moving average (MA) of 36.75, below the 50-day MA of 36.62, and above the 200-day MA of 34.54, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 40.53 is Neutral, neither overbought nor oversold. The STOCH value of 52.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FLCC.
FLCC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FLCC | $36.05 | $40.00(10.96% Upside) | $179.77M | 0.29% | 74Outperform |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.00(19.72% Upside) | $933.48M | 0.55% | 74Outperform |
 ROCY | $54.69 | $67.21(22.89% Upside) | $890.97M | 0.35% | 73Outperform |
 NBCR | $33.81 | $42.07(24.42% Upside) | $849.51M | 0.29% | 73Outperform |
 ROCQ | $52.46 | $69.43(32.34% Upside) | $797.51M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FLCC | Federated Hermes MDT Large Cap Core ETF | 36.05 | 3.84 | 11.93% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% | |
| NBCR | Neuberger Berman Core Equity ETF | 33.81 | 2.38 | 7.57% | |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | 52.46 | 5.44 | 11.57% |
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.