Morningstar

Federated Hermes MDT Large Cap Value ETF FLCV

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub

Morningstar’s Analysis FLCV

Will FLCV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the FLCV 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 FLCV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Federated Hermes MDT Large Cap Value ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLCV

More FLCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prudential Financial Inc

2.63 85,049
Financial Services

Johnson & Johnson

2.54 81,874
Healthcare

Ameriprise Financial Inc

2.47 79,736
Financial Services

AbbVie Inc

2.44 78,728
Healthcare

Veralto Corp

2.36 76,116
Industrials

GoDaddy Inc Class A

2.23 71,897
Technology

The Travelers Companies Inc

2.13 68,638
Financial Services

Kimberly-Clark Corp

2.09 67,620
Consumer Defensive

Interactive Brokers Group Inc Class A

1.85 59,758
Financial Services

Exelon Corp

1.81 58,395
Utilities

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