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Federated Hermes Short Duration Corp ETF FCSH

Morningstar Medalist Rating
Medalist Rating as of | See Federated Hermes Investment Hub

Morningstar’s Analysis FCSH

Will FCSH outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCSH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FCSH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FCSH’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Federated Hermes Short Duration Corp ETF's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FCSH

More FCSH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp. 6.25%

3.55 965,821
Corporate

Morgan Stanley 6.25%

2.68 728,046
Corporate

Citigroup Inc. 4.45%

2.67 727,710
Corporate

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

2.33 633,516
Government

JPMorgan Chase & Co. 5.581%

2.32 630,434
Corporate

Goldman Sachs Group, Inc. 5.95%

2.15 584,651
Corporate

Wells Fargo & Co. 5.707%

1.85 502,744
Corporate

GE Healthcare Technologies Inc. 5.65%

1.67 455,236
Corporate

Federated Hermes Govt Obl Premier

1.42 386,222
Cash and Equivalents

Netflix, Inc. 4.875%

1.28 346,891
Corporate