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Federated Hermes US Strategic Dvd ETF FDV

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

Morningstar’s Analysis FDV

Will FDV 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 FDV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDV 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 FDV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Federated Hermes US Strategic Dvd ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDV

More FDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amgen Inc

4.40 4.3 Mil
Healthcare

Southern Co

3.25 3.2 Mil
Utilities

Philip Morris International Inc

3.24 3.2 Mil
Consumer Defensive

Texas Instruments Inc

3.19 3.1 Mil
Technology

Chevron Corp

3.14 3.1 Mil
Energy

Duke Energy Corp

3.03 3.0 Mil
Utilities

Conagra Brands Inc

2.91 2.8 Mil
Consumer Defensive

PNC Financial Services Group Inc

2.76 2.7 Mil
Financial Services

Verizon Communications Inc

2.60 2.5 Mil
Communication Services

Morgan Stanley

2.55 2.5 Mil
Financial Services