FLCCFederated Hermes MDT Large Cap Core ETF
Seeks long-term capital appreciation.
By Federated · Launched 2024
Annual Cost
0.29%
#1,333 of 6,040 · low cost
Fund Size
$133M
#2,829 of 6,040 · mid-size
Return (1Y)
+14.4%
Track Record
2 years
#3,634 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,453+14.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 34.5% of funddiversified
Alphabet Inc
5.8%
Apple Inc
5.6%
NVIDIA Corp
5.3%
Microsoft Corp
4.7%
Fiserv Inc
2.6%
Broadcom Inc
2.5%
AbbVie Inc
2.2%
GE Vernova Inc
2.0%
Amazon.com Inc
1.9%
Travelers Cos Inc/The
1.9%
Asset allocation
Stocks
99.5%
Cash
0.5%
By sector
Technology
38.6%
Financial Services
11.5%
Consumer Cyclical
10.7%
Healthcare
10.4%
Communication
8.9%
Industrials
8.8%
Consumer Defensive
3.6%
Basic Materials
2.6%
Other
5.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.3%Moderate
Year-on-year price swings
Max drawdown
-19.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in common stock of large-cap U.S. companies, utilizing a quantitative model for stock selection. The strategy focuses on maximizing compound annual return while controlling risk through diversification and trading cost considerations.
- Inception date
- July 30, 2024
- Fund family
- Federated
Similar funds
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Data updated on 2026-09-18