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FSCCFederated Hermes MDT Small Cap Core ETF

Grow my money2y track recordRanked #922 of 3,055 in this goal

Seeks long-term capital appreciation.

By Federated · Launched 2024

Annual Cost

0.36%

#1,830 of 6,040 · low cost

Fund Size

$363M

#1,906 of 6,040 · large

Return (1Y)

+17.9%

Track Record

2 years

#3,634 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,771+17.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 13.7% of funddiversified

American Healthcare REIT Inc
2.6%
Primoris Services Corp
1.7%
Mirum Pharmaceuticals Inc
1.3%
Jackson Financial Inc
1.3%
Powell Industries Inc
1.2%
BankUnited Inc
1.2%
Bloom Energy Corp
1.1%
SPS Commerce Inc
1.1%
Mueller Water Products Inc
1.1%
Sphere Entertainment Co
1.1%

Asset allocation

Stocks
99.4%
Cash
0.6%

By sector

Healthcare
21.9%
Financial Services
20.4%
Industrials
14.9%
Technology
13.3%
Consumer Cyclical
7.4%
Real Estate
7.1%
Energy
5.4%
Basic Materials
3.3%
Other
6.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
18.9%Moderate

Year-on-year price swings

Max drawdown
-27.2%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 small-cap U.S. companies, utilizing a quantitative model for stock selection. At least 80% of net assets are invested in small-cap companies as defined by the Russell 2000 Index.
Inception date
July 30, 2024
Fund family
Federated

Next steps

Save FSCC to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18