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FLCCFederated Hermes MDT Large Cap Core ETF

Grow my money2y track recordRanked #1,107 of 2,999 in this goal

Seeks long-term capital appreciation.

By Federated · Launched 2024

Annual Cost

0.29%

#1,303 of 5,861 · low cost

Fund Size

$113M

#2,873 of 5,861 · mid-size

Return (1Y)Goal

+15.6%

Track Record

2 years

#3,619 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,619+16.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 34.5% of fundwell diversified

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
99.6%
Cash
0.4%

By sector

Technology
38.1%
Consumer Cyclical
12.0%
Financial Services
11.1%
Healthcare
10.2%
Industrials
10.1%
Communication
8.6%
Consumer Defensive
3.3%
Energy
2.1%
Other
4.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.2%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

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Data updated on 2026-08-04