FDV – Federated Hermes US Strategic Dvd ETF – ETF Stock Quote | Morningstar

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Will FDV outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDV’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the FDV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of FDV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Federated Hermes US Strategic Dvd ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 2, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 28.7

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Gilead Sciences Inc	3.20	5.2 Mil	Healthcare
Chevron Corp	3.07	4.9 Mil	Energy
Morgan Stanley	3.06	4.9 Mil	Financial Services
Amgen Inc	2.93	4.7 Mil	Healthcare
Southern Co	2.91	4.7 Mil	Utilities
PNC Financial Services Group Inc	2.84	4.6 Mil	Financial Services
Duke Energy Corp	2.84	4.6 Mil	Utilities
Verizon Communications Inc	2.66	4.3 Mil	Communication Services
Coca-Cola Co	2.61	4.2 Mil	Consumer Defensive
Target Corp	2.60	4.2 Mil	Consumer Defensive

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