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Federated Hermes ETF Trust (FHYS)



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Upturn Advisory Summary
04/01/2025: FHYS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 15.92% | Avg. Invested days 96 | 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) 12286 | Beta 0.4 | 52 Weeks Range 21.37 - 24.77 | Updated Date 04/2/2025 |
52 Weeks Range 21.37 - 24.77 | Updated Date 04/2/2025 |
Upturn AI SWOT
Federated Hermes ETF Trust
ETF Overview
Overview
Federated Hermes ETF Trust is designed to provide targeted exposure to specific market segments or investment themes. Its investment strategy focuses on delivering enhanced risk-adjusted returns by actively selecting securities and managing asset allocation.
Reputation and Reliability
Federated Hermes has a long-standing reputation in the asset management industry, known for its diverse range of investment products and commitment to client service. It is considered a reliable issuer.
Management Expertise
The management team consists of experienced professionals with expertise in portfolio management, research, and trading.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation by investing in a diversified portfolio of securities.
Investment Approach and Strategy
Strategy: The ETF aims to actively manage its portfolio by selecting securities based on fundamental research and quantitative analysis.
Composition The assets held by the ETF typically include a mix of stocks and bonds, with allocations varying based on market conditions and investment strategy.
Market Position
Market Share: Data unavailable due to lack of a specific ETF name. Assuming Federated Hermes ETF Trust represents a category itself for demonstration purposes.
Total Net Assets (AUM): Data unavailable, using an example AUM: 100000000.00
Competitors
Key Competitors
- IVV
- SPY
- VOO
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar investment products. Federated Hermes ETF Trust competes with established players by leveraging its active management approach. Its advantage lies in potentially outperforming passive benchmarks, while its disadvantage includes higher expense ratios and the risk of underperformance.
Financial Performance
Historical Performance: Historical financial performance data is unavailable for this specific Federated Hermes ETF Trust. Using example values for representation: [5.0, 10.0, 15.0] for 1, 3, and 5 years respectively.
Benchmark Comparison: Benchmark comparisons are not possible without specifying the underlying fund in the ETF Trust.
Expense Ratio: Data unavailable, using an example expense ratio: 0.75
Liquidity
Average Trading Volume
Average trading volume for the Federated Hermes ETF Trust is unavailable, however, if available will show the liquidity of the ETF.
Bid-Ask Spread
Details on the bid-ask spread for the Federated Hermes ETF Trust are unavailable; however if available will show trading costs associated with the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence the performance of Federated Hermes ETF Trust. Interest rates, inflation, and geopolitical events can also affect investment outcomes.
Growth Trajectory
Growth trends and patterns of the ETF depend on its specific investment strategy and holdings. Any changes to strategy and holdings are aimed at adapting to market conditions and maximizing returns.
Moat and Competitive Advantages
Competitive Edge
Federated Hermes ETF Trust's competitive advantage lies in its active management approach, which allows it to adapt to changing market conditions and potentially generate alpha. The investment team's expertise and research capabilities are key differentiators. The firmu2019s established reputation and distribution network contribute to its competitiveness. This provides investors with potentially superior risk-adjusted returns compared to passively managed ETFs.
Risk Analysis
Volatility
Historical volatility data is unavailable. Volatility will vary depending on the underlying assets and market conditions.
Market Risk
Market risk is inherent in Federated Hermes ETF Trustu2019s underlying assets. Specific risks are associated with the asset classes it holds, such as equity market risk or interest rate risk in the bond market.
Investor Profile
Ideal Investor Profile
The ideal investor profile for Federated Hermes ETF Trust is one seeking long-term capital appreciation and willing to accept moderate to high levels of risk. These investors may prefer active management over passive indexing.
Market Risk
Federated Hermes ETF Trust may be best suited for long-term investors who believe in the potential of active management to outperform market benchmarks.
Summary
Federated Hermes ETF Trust aims to deliver long-term capital appreciation through active management of a diversified portfolio. While it benefits from the issuer's reputation and expertise, it faces stiff competition from established ETFs. Its success depends on the investment team's ability to generate alpha and manage risk effectively. Investors should consider its expense ratio and potential for underperformance when evaluating its suitability.
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Sources and Disclaimers
Data Sources:
- Federated Hermes Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial 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 invests primarily in a diversified portfolio of U.S. dollar-denominated high-yield fixed income instruments. The adviser selects instruments, including securities, that the adviser believes have attractive risk-return characteristics. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in investments rated below investment-grade.
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.