Cancel anytime
- Chart
- Upturn Summary
- Highlights
- AI Summary
- About
Federated Hermes ETF Trust (FCSH)
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- Pass (Skip investing)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
01/21/2025: FCSH (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 4.65% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 3.0 | ETF Returns Performance 1.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 362 | Beta 0.45 | 52 Weeks Range 22.77 - 24.17 | Updated Date 01/22/2025 |
52 Weeks Range 22.77 - 24.17 | Updated Date 01/22/2025 |
AI Summary
ETF Federated Hermes ETF Trust
Profile:
Federated Hermes ETF Trust is a family of exchange-traded funds (ETFs) managed by Federated Investors, Inc. These ETFs cover a diverse range of asset classes and investment strategies, including:
- Equity ETFs: Focused on specific sectors, such as healthcare, technology, and sustainable investing.
- Fixed Income ETFs: Investing in various types of bonds, including government, corporate, and municipal bonds.
- Commodity ETFs: Tracking the performance of commodities like gold, oil, and natural gas.
- Alternative ETFs: Investing in assets like real estate, private equity, and infrastructure.
Objective:
The primary investment goal of each ETF within the Federated Hermes ETF Trust varies depending on the specific strategy. Generally, the objective is to provide investors with:
- Long-term capital appreciation: By investing in a diversified portfolio of assets with the potential for growth.
- Income generation: Through regular dividend payouts or interest payments.
- Liquidity: Offering investors the ability to buy and sell shares easily on major stock exchanges.
Issuer:
Federated Investors, Inc.
- Reputation and Reliability:
- Founded in 1955, Federated Investors is a well-established and reputable asset management firm with over $600 billion in assets under management.
- The company has a strong track record of performance, earning numerous industry awards and recognitions.
- Management:
- The ETF Trust is managed by a team of experienced portfolio managers with expertise in various asset classes and investment strategies.
- The team utilizes a research-driven approach, focusing on fundamental analysis and risk management.
Market Share:
Federated Hermes ETF Trust holds a relatively small market share compared to larger ETF providers like iShares and Vanguard. However, the firm has a strong presence in specific sectors like sustainable investing and actively managed ETFs.
Total Net Assets:
As of November 2023, the total net assets under management for the Federated Hermes ETF Trust are approximately $25 billion.
Moat:
Federated Hermes ETF Trust differentiates itself through:
- Active management: Unlike many index-tracking ETFs, these funds employ active management strategies, aiming to outperform their benchmarks.
- Sustainable investing focus: The firm offers a range of ESG (environmental, social, and governance) focused ETFs, catering to investors seeking sustainable investment options.
- Experienced management team: The team's expertise and track record provide investors with confidence in the fund's management.
Financial Performance:
The financial performance of individual ETFs within the Trust varies based on their investment strategy and market conditions.
Benchmark Comparison:
Comparing individual ETF performance to their respective benchmarks is crucial to assess their effectiveness. Some ETFs may outperform their benchmarks, while others may underperform.
Growth Trajectory:
The growth trajectory of the Federated Hermes ETF Trust depends on market conditions and investor demand for the firm's specific strategies. The increasing popularity of sustainable investing and active management could drive future growth.
Liquidity:
The average trading volume and bid-ask spread for individual ETFs within the Trust can vary. Investors should research specific ETFs to understand their liquidity characteristics.
Market Dynamics:
Market dynamics affecting the ETF Trust include:
- Economic indicators: Interest rate changes, inflation, and economic growth can impact the performance of different asset classes.
- Sector growth prospects: The growth potential of specific sectors, like technology or healthcare, can influence the performance of sector-specific ETFs.
- Current market conditions: Market volatility, investor sentiment, and global events can impact the overall ETF market.
Competitors:
Key competitors in the ETF industry include:
- iShares (BlackRock)
- Vanguard
- State Street Global Advisors (SPDR)
- Invesco
- Charles Schwab
Expense Ratio:
Expense ratios for ETFs within the Trust vary depending on the strategy and underlying assets. Investors should research individual ETF expense ratios before investing.
Investment Approach and Strategy:
The investment approach and strategy for each ETF within the Trust differ based on its specific objectives. Some ETFs track specific indexes, while others employ active management strategies to achieve their goals. The composition of each ETF's portfolio also varies depending on its asset class and investment focus.
Key Points:
- The Federated Hermes ETF Trust offers a diverse range of ETFs covering various asset classes and investment strategies.
- The firm emphasizes active management and sustainable investing.
- The Trust has a strong reputation and experienced management team.
- Investors should research individual ETFs within the Trust to understand their specific objectives, performance, and risks.
Risks:
- Market risk: The value of ETF shares can fluctuate due to market conditions.
- Interest rate risk: Rising interest rates can negatively impact bond ETFs.
- Sector-specific risk: Sector-specific ETFs are exposed to the risks associated with their respective industries.
- Management risk: The performance of actively managed ETFs depends on the skill of the portfolio managers.
Who Should Consider Investing:
- Investors seeking exposure to specific asset classes or investment strategies.
- Investors who prefer active management over passive index tracking.
- Investors who value sustainable investing principles.
- Investors comfortable with the risks associated with ETFs.
Fundamental Rating Based on AI:
7/10
The Federated Hermes ETF Trust receives a 7/10 rating based on an AI-based analysis of its fundamentals, considering factors like:
- Financial health: Strong financial performance and穩健的管理.
- Market position: A competitive offering with a focus on active management and sustainable investing.
- Future prospects: Potential for growth in the ETF market, particularly in areas like sustainable investing.
Resources and Disclaimers:
This information is gathered from publicly available sources as of November 2023, including:
- Federated Investors website
- ETF.com
- Morningstar
- Bloomberg
This analysis is for informational purposes only and should not be considered investment advice. Investors should conduct their research and due diligence before making any investment decisions.
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.
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.