FSCC - ETF AI Analysis
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Federated Hermes MDT Small Cap Core ETF (FSCC)
FSCC, the Federated Hermes MDT Small Cap Core ETF, has a solid but not outstanding overall rating, suggesting a balanced mix of strengths and weaknesses in its small-cap holdings. Strong contributors like Hamilton Insurance Group, Byline Bancorp, and Postal Realty support the fund with solid financial performance, attractive valuations, and generally positive trends, helping underpin the ETF’s quality. However, weaker names such as C3ai and Perrigo, which face financial challenges and bearish trading patterns, along with some exposure to companies with high leverage or valuation concerns, introduce risk and help explain why the rating is not higher.
FSCC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 430.23M
- Region
- North America
- Expense Ratio
- 0.36%
- Beta
- 1.08
- Issuer
- Federated Hermes
- Inception Date
- Jul 31, 2024
- Dividend Yield
- 0.24%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
FSCC Summary
Federated Hermes MDT Small Cap Core ETF (FSCC) is a U.S. stock fund that focuses on small companies across many industries, including health care, financials, and technology. It doesn’t track a specific index, but instead uses active managers to pick a broad mix of smaller firms. Some of its holdings include American Healthcare REIT and BankUnited. Investors might consider FSCC if they want growth potential and diversification beyond large, well-known companies. However, small-cap stocks can be more volatile, so the ETF’s value can go up and down more sharply with the 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 leans heavily into U.S. small caps with a noticeable tilt toward financials and health care, and a dash of tech. Insurance names like Hamilton Insurance Group and Slide Insurance are quietly pulling their weight, while Byline Bancorp is another financial player helping to keep returns rising. On the flip side, BankUnited has been lagging, acting as a bit of a brake on the fund. In real estate, Postal Realty has been a steady bright spot, whereas American Healthcare REIT and C3ai show more mixed, stop‑and‑go performance that adds volatility to the ride.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AHR | American Healthcare REIT, Inc. | 2.17% | $9.53M | $11.51B | 25.37% | 64Neutral |
 AI | C3ai | 1.36% | $5.97M | $1.88B | -36.54% | 47Neutral |
 SLDE | Slide Insurance Holdings, Inc. | 1.30% | $5.69M | $3.17B | 82.88% | 73Outperform |
 PSTL | Postal Realty | 1.24% | $5.41M | $757.92M | 41.84% | 77Outperform |
 HG | Hamilton Insurance Group, Ltd. Class B | 1.18% | $5.15M | $3.55B | 53.02% | 82Outperform |
 CLBK | Columbia Financial | 1.12% | $4.91M | $2.87B | 65.24% | 60Neutral |
 PRGO | Perrigo Company | 1.08% | $4.72M | $2.24B | -25.48% | 49Neutral |
 BY | Byline Bancorp | 1.07% | $4.67M | $1.68B | 40.06% | 78Outperform |
 CBRL | Cracker Barrel | 0.96% | $4.21M | $1.54B | 82.06% | 55Neutral |
 TALO | Talos Energy | 0.97% | $4.25M | $3.01B | 98.13% | 63Neutral |
FSCC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FSCC, the sentiment is Negative. The current price of 33.71 is below the 20-day moving average (MA) of 33.78, below the 50-day MA of 34.78, and above the 200-day MA of 33.49, indicating a bearish trend. The MACD of -0.38 indicates Positive momentum. The RSI at 34.80 is Neutral, neither overbought nor oversold. The STOCH value of 19.54 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FSCC.
FSCC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FSCC | $33.71 | $36.00(6.79% Upside) | $430.23M | 0.36% | 63Neutral |
 SEIS | $31.62 | $39.12(23.70% Upside) | $599.98M | 0.55% | 68Neutral |
 FSML | $28.95 | $37.05(28.00% Upside) | $147.05M | 0.45% | 64Neutral |
 SCDV | $25.79 | $32.13(24.59% Upside) | $146.15M | 0.70% | 73Outperform |
 SIXS | $56.60 | $66.81(18.02% Upside) | $140.64M | 0.50% | 68Neutral |
 AFSM | $39.75 | $47.73(20.09% Upside) | $126.84M | 0.75% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FSCC | Federated Hermes MDT Small Cap Core ETF | 33.71 | 4.39 | 14.97% | |
| SEIS | SEI Select Small Cap ETF | 31.62 | 4.12 | 14.99% | |
| FSML | Franklin Small Cap Enhanced ETF | 28.95 | 3.45 | 13.52% | |
| SCDV | Bahl & Gaynor Small Cap Dividend ETF | 25.79 | 1.00 | 4.03% | |
| SIXS | ETC 6 Meridian Small Cap Equity ETF | 56.60 | 7.97 | 16.39% | |
| AFSM | First Trust Active Factor Small Cap ETF | 39.75 | 7.86 | 24.66% |
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.