Morningstar

Federated Hermes U.S. Strategic Dividend ETF FDV

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

Morningstar’s Analysis FDV

Will FDV outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Federated Hermes US Strategic Dvd ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 32.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Paychex Inc

3.95 35M
Technology

PNC Financial Services Group Inc

3.89 35M
Financial Services

U.S. Bancorp

3.67 33M
Financial Services

WEC Energy Group Inc

3.22 29M
Utilities

Chevron Corp

3.22 29M
Energy

PepsiCo Inc

3.13 28M
Consumer Defensive

Amgen Inc

3.13 28M
Healthcare

Medtronic PLC

2.82 25M
Healthcare

Prologis Inc

2.76 25M
Real Estate

AbbVie Inc

2.72 24M
Healthcare

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