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Federated Hermes ETF Trust (FCSH)



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Upturn Advisory Summary
04/01/2025: FCSH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 6.89% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 473 | Beta 0.44 | 52 Weeks Range 22.52 - 24.21 | Updated Date 04/2/2025 |
52 Weeks Range 22.52 - 24.21 | Updated Date 04/2/2025 |
Upturn AI SWOT
Federated Hermes ETF Trust
ETF Overview
Overview
Federated Hermes offers various ETFs across different asset classes and investment strategies. These ETFs often focus on active management and incorporate environmental, social, and governance (ESG) factors into their investment processes.
Reputation and Reliability
Federated Hermes is a well-established asset management firm with a long history in the investment industry, known for its commitment to active management and responsible investing.
Management Expertise
Federated Hermes has experienced portfolio managers and research teams with expertise in various asset classes and investment strategies, including ESG integration.
Investment Objective
Goal
The specific investment goal varies depending on the particular Federated Hermes ETF. It generally involves achieving capital appreciation or income generation, often with a focus on risk management and ESG considerations.
Investment Approach and Strategy
Strategy: The investment strategy varies by ETF, encompassing active management techniques, index tracking, and sector-specific strategies. Many Federated Hermes ETFs use a multi-factor approach or focus on thematic investments.
Composition The ETF's composition depends on its investment strategy and objective, holding stocks, bonds, or a mix of assets. The specific holdings will vary depending on the fund's mandate.
Market Position
Market Share: The market share depends on the specific ETF within the Federated Hermes ETF Trust. Some may have a larger market share than others depending on the investment niche.
Total Net Assets (AUM): AUM depends on the specific Federated Hermes ETF within the trust.
Competitors
Key Competitors
- IVV
- SPY
- VTI
- IWM
- QQQ
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. Federated Hermes differentiates itself through its active management and ESG focus, which may appeal to investors seeking specific investment approaches. However, it faces competition from larger passive index providers with lower expense ratios.
Financial Performance
Historical Performance: Historical performance data will depend on the specific Federated Hermes ETF. Track records vary based on investment strategy and market conditions.
Benchmark Comparison: The performance comparison to a benchmark index depends on the specific Federated Hermes ETF. Active ETFs will attempt to outperform their benchmark, while passive ETFs will seek to track it closely.
Expense Ratio: Expense ratios depend on the specific Federated Hermes ETF. As actively managed ETFs, their expense ratios will generally be higher than passive ETFs.
Liquidity
Average Trading Volume
Average trading volume depends on the specific Federated Hermes ETF and can be used to assess liquidity.
Bid-Ask Spread
Bid-ask spreads depend on the specific Federated Hermes ETF; narrower spreads indicate higher liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market sentiment all influence the performance of Federated Hermes ETFs, impacting their investment strategies and holdings.
Growth Trajectory
Growth trends and patterns depend on the specific ETF and its investment objective, with adjustments to strategy and holdings based on market conditions and investor demand.
Moat and Competitive Advantages
Competitive Edge
Federated Hermes' competitive edge lies in its active management approach, incorporating ESG factors into investment decisions. This allows for potentially superior risk-adjusted returns compared to passive strategies. Their expertise in specific sectors or investment themes may also attract investors seeking specialized exposure. Their resources and established reputation provide a solid foundation for managing complex investment strategies and adapting to changing market conditions. However, these actively managed strategies typically have higher expense ratios that can offset potential performance advantages.
Risk Analysis
Volatility
Volatility depends on the specific Federated Hermes ETF and its underlying assets. Actively managed ETFs may exhibit different volatility profiles than passive index funds.
Market Risk
Market risk depends on the underlying assets of the specific Federated Hermes ETF, exposing investors to fluctuations in asset prices and market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific Federated Hermes ETF, but generally includes those seeking active management, ESG integration, or specialized sector exposure.
Market Risk
Federated Hermes ETFs may be suitable for both long-term investors and active traders, depending on the specific investment strategy and risk tolerance.
Summary
Federated Hermes ETFs offer diverse investment strategies, often with a focus on active management and ESG factors. Their performance and risk characteristics vary depending on the specific ETF and its underlying assets. Investors should carefully consider their investment goals and risk tolerance before investing. Federated Hermes leverages its experience and resources to provide specialized investment solutions for different market conditions. They offer a variety of ETF strategies in the marketplace.
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Sources and Disclaimers
Data Sources:
- Federated Hermes Website
- ETF.com
- Morningstar
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 primarily invests in a diversified portfolio of investment-grade, fixed-income securities consisting primarily of corporate debt securities. Corporate debt securities, including notes, bonds, debentures and commercial paper, are fixed income securities usually issued by businesses to finance their operations. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in corporate fixed-income investments.
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