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FSCC - AI Analysis
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Federated Hermes MDT Small Cap Core ETF (FSCC)
Rating:64Neutral
Price Target:
$32.00
Positive Factors
Strong Top Holdings
Several of the ETF's top holdings, such as SSR Mining and Credo Technology, have delivered strong year-to-date performance, supporting the fund's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Financials, and Health Care, which helps reduce the risk of a downturn in any single industry.
Low Expense Ratio
With an expense ratio of 0.36%, the ETF is relatively affordable compared to many actively managed funds, leaving more returns for investors.
Negative Factors
High Geographic Concentration
The ETF has over 97% exposure to U.S. companies, limiting diversification and increasing vulnerability to domestic market risks.
Lagging Short-Term Performance
The ETF's one-month performance has been slightly negative, which may concern investors looking for consistent short-term gains.
Small Asset Base
With just over $51 million in assets under management, the ETF may face liquidity challenges compared to larger funds.
FSCC vs. SPDR S&P 500 ETF (SPY)
AUM55.25M
RegionNorth America
Expense Ratio0.36%
Beta1.15
IssuerFederated Hermes
Inception DateJul 31, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume14,134
30 Day Avg. Volume25,467
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
35.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering302
FSCC Summary
The Federated Hermes MDT Small Cap Core ETF (FSCC) is an investment fund that focuses on small-cap companies, which are typically smaller businesses with high growth potential. This ETF includes a diverse mix of industries, such as technology, healthcare, and financials, and primarily invests in U.S. companies. Some of its top holdings include American Healthcare REIT and Primoris Services. Investors might consider FSCC to diversify their portfolios and benefit from the agility and innovation often found in smaller companies. However, small-cap stocks can be more volatile than larger companies, meaning their prices can rise and fall quickly depending on market conditions.
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
The Federated Hermes MDT Small Cap Core ETF is leaning heavily on industrials, financials, and healthcare stocks, which together make up over half of its portfolio. Rising names like Primoris Services and Powell Industries are driving performance, thanks to strong financial results and bullish momentum. SSR Mining also shines with robust technical indicators and earnings growth. However, lagging stocks like BankUnited and Life360 are holding the fund back, with weak financials and overvaluation concerns. With its U.S.-focused small-cap strategy, the fund offers a diverse but concentrated play on North America’s nimble innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| American Healthcare REIT, Inc. | 2.08% | $1.15M | $7.56B | 70.68% | 70 Neutral | |
| Primoris Services | 1.88% | $1.04M | $7.69B | 123.08% | 72 Outperform | |
| Credo Technology Group Holding Ltd | 1.47% | $816.02K | $26.91B | 286.05% | 74 Outperform | |
| Lumen Technologies | 1.42% | $788.03K | $8.30B | 46.02% | 55 Neutral | |
| BankUnited | 1.26% | $698.17K | $2.85B | 8.79% | 67 Neutral | |
| EMCOR Group | 1.18% | $655.96K | $33.49B | 74.91% | 78 Outperform | |
| Life360, Inc. | 1.13% | $626.40K | $7.36B | 122.76% | 63 Neutral | |
| Powell Industries | 1.13% | $625.19K | $4.40B | 44.21% | 81 Outperform | |
| MGP Ingredients | 1.04% | $579.51K | $518.05M | -59.86% | 51 Neutral | |
| Mirum Pharmaceuticals | 1.04% | $577.15K | $3.52B | 81.03% | 47 Neutral |
FSCC Technical Analysis
Positive
―
Price Trends
29.35
Positive
27.89
Positive
26.27
Positive
Market Momentum
0.18
Negative
59.62
Neutral
80.05
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 29.62, equal to the 50-day MA of 29.35, and equal to the 200-day MA of 26.27, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 59.62 is Neutral, neither overbought nor oversold. The STOCH value of 80.05 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
30.34
4.30
16.51%
OASC
OneAscent Small Cap Core ETF
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AFSM
First Trust Active Factor Small Cap ETF
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RFLR
Innovator U.S. Small Cap Managed Floor ETF
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SMLL
Harbor Active Small Cap ETF
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ALIL
Argent Focused Small Cap 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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