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Federated Hermes ETF Trust (FLCV)

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Upturn Advisory Summary
10/24/2025: FLCV (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -0.68% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.09 - 29.31 | Updated Date 06/28/2025 |
52 Weeks Range 24.09 - 29.31 | Updated Date 06/28/2025 |
Upturn AI SWOT
Federated Hermes ETF Trust
ETF Overview
Overview
Federated Hermes ETF Trust encompasses a suite of ETFs designed to meet various investment objectives, often focusing on specific sectors, strategies, or asset classes. The funds aim to provide diversified exposure while leveraging Federated Hermes' investment expertise.
Reputation and Reliability
Federated Hermes is a well-established asset manager with a long track record. Its reputation is generally considered strong within the financial industry, reflecting its commitment to investment excellence.
Management Expertise
The management team at Federated Hermes comprises experienced professionals with deep knowledge across various asset classes and investment strategies.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Federated Hermes ETF Trust, ranging from capital appreciation to income generation.
Investment Approach and Strategy
Strategy: The strategies employed by the ETFs within the Federated Hermes ETF Trust can vary widely, including active management, index tracking, and factor-based investing.
Composition The asset composition varies significantly across the Federated Hermes ETF Trust, encompassing stocks, bonds, commodities, and derivatives, tailored to each fund's specific objective.
Market Position
Market Share: Data unavailable as Federated Hermes ETF Trust contains multiple ETFs and aggregating the specific funds' market share is impossible without specifying an ETF to analyze.
Total Net Assets (AUM): Data unavailable as Federated Hermes ETF Trust contains multiple ETFs and aggregating the specific funds' AUM is impossible without specifying an ETF to analyze.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape within the ETF industry is intense, with numerous providers offering similar products. Federated Hermes ETFs face competition from both large and niche players, requiring them to differentiate through investment strategy or expertise.
Financial Performance
Historical Performance: Data unavailable without specifying an ETF to analyze.
Benchmark Comparison: Data unavailable without specifying an ETF to analyze.
Expense Ratio: Data unavailable without specifying an ETF to analyze.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF within the trust and is generally correlated to its size and investor interest.
Bid-Ask Spread
The bid-ask spread varies depending on the specific ETF and its trading volume, typically being tighter for more actively traded funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, interest rates, and overall market sentiment significantly influence the performance of the Federated Hermes ETF Trust. These factors impact the underlying assets held by the ETFs.
Growth Trajectory
The growth trajectory of Federated Hermes ETF Trust depends on investor demand for its various ETFs and their ability to deliver competitive returns. New product launches and strategic adjustments to existing funds can also influence growth.
Moat and Competitive Advantages
Competitive Edge
Federated Hermes ETF Trust benefits from the established reputation and resources of Federated Hermes, a recognized asset manager. This allows for access to skilled portfolio managers and robust research capabilities. Differentiation also stems from the firm's focus on responsible investing and sustainable strategies in some of their ETF offerings. However, it lacks a true competitive edge compared to larger issuers like BlackRock, Vanguard and State Street. In order to grow assets it requires innovative strategies and/or aggressive pricing.
Risk Analysis
Volatility
The volatility of the Federated Hermes ETF Trust varies depending on the specific ETF and its underlying assets. Equity-focused ETFs generally exhibit higher volatility than fixed-income ETFs.
Market Risk
Market risk encompasses the potential for losses due to adverse market conditions affecting the value of the ETF's holdings. Specific risks depend on the asset class and sector exposure of each individual ETF.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within the Federated Hermes ETF Trust, ranging from conservative income-seeking investors to more aggressive growth-oriented investors.
Market Risk
Suitability depends on the individual ETF's objective and risk profile. Some ETFs may be suitable for long-term investors seeking diversification, while others may be more appropriate for active traders.
Summary
Federated Hermes ETF Trust offers a suite of ETFs designed to cater to a broad range of investment objectives and risk tolerances. The ETFs benefit from the established reputation and resources of Federated Hermes, a seasoned asset manager. However, the diverse nature of the ETF Trust means that individual fund performance and suitability must be assessed independently. Potential investors should carefully review the prospectus and consider their own investment goals before investing. Because it's not specific this overview is very broad.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Federated Hermes Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investors should conduct their own due diligence before investing.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Federated Hermes ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its objective by investing primarily in the common stock of large-cap U.S. companies undervalued relative to the market. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in a mix of large-cap and value investments. The fund manager actively trades its portfolio securities in an attempt to achieve its investment objective.

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