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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 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

3.83 1.1 Mil
Government

Bank of America Corp. 6.25%

3.50 960,902
Corporate

Morgan Stanley 6.25%

2.65 727,259
Corporate

Citigroup Inc. 4.45%

2.63 722,591
Corporate

JPMorgan Chase & Co. 5.581%

2.28 625,871
Corporate

Goldman Sachs Group, Inc. 5.95%

2.12 581,716
Corporate

Federated Hermes Inst Prime Val Obl IS

1.96 537,720
Cash and Equivalents

Wells Fargo & Co. 5.707%

1.83 501,367
Corporate

GE Healthcare Technologies Inc. 5.65%

1.65 453,643
Corporate

Netflix, Inc. 4.875%

1.25 344,045
Corporate