Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Federated Hermes ETF Trust (FLCV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: FLCV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.17% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 offers a range of ETFs targeting diverse investment strategies and asset classes. These ETFs aim to provide investors with efficient access to specific market segments and investment themes.
Reputation and Reliability
Federated Hermes is a well-established investment management firm with a long history and strong reputation in the financial industry.
Management Expertise
The management team comprises experienced professionals with expertise in portfolio management, research, and trading.
Investment Objective
Goal
The primary investment goal varies among the different ETFs offered by Federated Hermes, generally aiming for capital appreciation or income, depending on the specific fund's mandate.
Investment Approach and Strategy
Strategy: The strategy depends on the specific ETF, ranging from tracking a benchmark index to active management, sector-specific investments, or thematic strategies.
Composition The asset composition varies greatly depending on the specific Federated Hermes ETF. It can include stocks, bonds, commodities, and derivatives, depending on the fund's strategy.
Market Position
Market Share: Data not available to determine market share.
Total Net Assets (AUM): Data not available. AUM can vary greatly across all the different ETFs offered.
Competitors
Key Competitors
Competitive Landscape
Without a specific Federated Hermes ETF, it's impossible to perform the proper competitor comparison. The specific ETF chosen will determine its landscape and competitors.
Financial Performance
Historical Performance: Performance data varies significantly depending on the specific ETF. Historic performance data needs a specific Federated Hermes ETF Symbol to accurately provide performance and historic data.
Benchmark Comparison: Benchmark comparison varies depending on the specific ETF.
Expense Ratio: Expense ratios vary among Federated Hermes ETFs. Specific ETF must be chosen to provide expense ratio data.
Liquidity
Average Trading Volume
Average trading volume varies greatly depending on the specific Federated Hermes ETF, and the ETF Symbol must be provided to determine volume.
Bid-Ask Spread
Bid-ask spreads are ETF-specific and can vary based on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions all affect Federated Hermes ETFs.
Growth Trajectory
Growth trends depend on the specific ETF and its investment strategy.
Moat and Competitive Advantages
Competitive Edge
Federated Hermes' competitive advantages include its established brand name, experienced management team, and diverse product offerings. They offer both passive and active ETFs, catering to various investment preferences. A strength lies in their active management expertise, potentially adding value beyond passive strategies. Their extensive distribution network also provides access to a wide range of investors. However, active management may result in higher fees, and success depends heavily on manager skill. Their diverse product range allows for a comprehensive approach to portfolio construction.
Risk Analysis
Volatility
Volatility depends on the underlying assets of the specific Federated Hermes ETF.
Market Risk
Market risk depends on the specific holdings of the Federated Hermes ETF and broader market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific Federated Hermes ETF's investment strategy and risk profile.
Market Risk
Suitability depends on the investor's risk tolerance, investment goals, and time horizon.
Summary
Federated Hermes offers a diverse range of ETFs that cater to various investment objectives and risk profiles. As a well-established investment manager, they have a strong reputation and experienced team. Selecting a specific ETF from their offerings depends on the individual investors' requirements. Thorough analysis of each specific ETF's investment objective, holdings, and performance is essential before investing. Investors should also consider the ETF's expense ratio and historical volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Federated Hermes Official Website
- SEC Filings
- Various Financial Data Providers
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.