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FLCGFederated Hermes MDT Large Cap Growth ETF

Grow my money2y track recordRanked #836 of 3,055 in this goal

Seeks long-term capital appreciation.

By Federated · Launched 2024

Annual Cost

0.39%

#1,988 of 6,040 · low cost

Fund Size

$617M

#1,500 of 6,040 · large

Return (1Y)

+8.2%

Track Record

2 years

#3,634 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,877+8.8%

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

Factor

Growth

Holdings

By weight

Concentration

Top 10 holdings = 56.5% of fundmoderately concentrated

NVIDIA Corp
12.7%
Apple Inc
10.9%
Microsoft Corp
8.8%
Alphabet Inc
7.1%
Broadcom Inc
4.4%
Amazon.com Inc
2.9%
Fiserv Inc
2.6%
Meta Platforms Inc
2.5%
AbbVie Inc
2.3%
Viking Holdings Ltd
2.3%

Asset allocation

Stocks
99.5%
Cash
0.5%

By sector

Technology
56.7%
Communication
16.8%
Consumer Cyclical
9.7%
Industrials
7.1%
Healthcare
5.2%
Financial Services
2.5%
Consumer Defensive
1.0%
Basic Materials
0.8%
Other
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.0%Moderate

Year-on-year price swings

Max drawdown
-23.0%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 non-diversified portfolio primarily invested in common stock of large-cap U.S. companies, utilizing a large-cap growth approach. The strategy is driven by a quantitative model that emphasizes fundamental and technical stock selection variables.
Inception date
July 30, 2024
Fund family
Federated

Next steps

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Data updated on 2026-09-18