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Federated Hermes MDT Large Cap Gr ETF SEC Filings

FLCG NYSE

Welcome to our dedicated page for Federated Hermes MDT Large Cap Gr ETF SEC filings (Ticker: FLCG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Looking for the latest details on how Federated Hermes MDT Large Cap Gr ETF (FLCG) is positioning its large-cap growth portfolio? Most investors begin with the fund’s N-CSR annual report or hunt for the next N-PORT snapshot, yet locating those PDFs on EDGAR can be tedious. Our page aggregates every FLCG SEC filing—from prospectus supplements to Form 4 insider transactions—and layers AI-powered summaries on top, so you see sector shifts, turnover rates, and fee updates in minutes rather than hours.

Start with the “FLCG annual report 10-K simplified” section to grasp year-end performance, risk concentration, and management discussion—our AI highlights why the fund’s non-diversified structure matters when growth names surge. Need interim data? The “FLCG quarterly earnings report 10-Q filing” tab (ETF equivalent: N-PORT-P) surfaces real-time holdings and performance ratios. Curious about portfolio manager moves? Track “FLCG insider trading Form 4 transactions” and “FLCG executive stock transactions Form 4” the moment they hit EDGAR, complete with plain-English explanations.

Every filing type is covered and searchable: proxy statement executive compensation details, 8-K material events explained, and prospectus 485BPOS updates that outline fee or strategy changes. Our AI distills key metrics—top ten holdings weight, sector over/underweights, and expense changes—so professional analysts can compare quarter-over-quarter trends, while new investors get the context they need. Whether you’re monitoring “FLCG earnings report filing analysis” before reallocating capital or simply “understanding FLCG SEC documents with AI,” this page turns complex text into actionable insight.

Rhea-AI Summary

Federated Hermes Short Duration Corporate ETF (FCSH) filed its FY-ended 30 Apr 2025 Form N-CSR. The investment-grade portfolio posted a 7.65% total return for the year, lifting a $10,000 stake to $10,677. Since inception (Dec 2021) it has gained 1.96%, outperforming the Bloomberg US Aggregate Bond Index (-1.25%) but lagging its primary Bloomberg US Corporate 1-5 Yr benchmark (2.32%). Net assets are $9.4 million across 129 holdings, with 94.2% in corporate debt, 1.6% Treasuries and 3.4% cash; turnover was 31%. The cost example shows $30, or 0.29%, on a $10,000 balance. Duration calls and security selection helped returns, while curve positioning and sector mix detracted. Audit fees increased to $261k; no code-of-ethics amendments or waivers were logged.

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FAQ

What is the current stock price of Federated Hermes MDT Large Cap Gr ETF (FLCG)?

The current stock price of Federated Hermes MDT Large Cap Gr ETF (FLCG) is $30.0252 as of June 27, 2025.

What is Federated Hermes MDT Large Cap Gr ETF?

It is an actively managed exchange-traded fund focused on U.S. large-cap growth stocks. The ETF leverages a dynamic investment strategy to approximate exposure to companies within the Russell 1000 Growth Index.

How does the ETF achieve its investment strategy?

The fund employs active management techniques, using quantitative models and market analysis to select high-growth companies and adjust its holdings based on evolving market conditions.

What does a non-diversified structure mean for the fund?

A non-diversified structure provides greater flexibility in asset allocation, allowing the fund to concentrate investments in high-conviction areas while managing regulatory thresholds effectively.

How is the fund related to the Russell 1000 Growth Index?

The ETF seeks to approximate exposure to the Russell 1000 Growth Index without strictly replicating it, enabling its managers to make tactical adjustments in the portfolio beyond the index’s static composition.

What is the role of active management in this ETF?

Active management allows the fund to make informed, tactical decisions aiming to capture growth opportunities. This strategy contrasts with passive investment approaches by focusing on market inefficiencies and timely rebalancing.

How does the ETF maintain flexibility in its investment approach?

By adopting a non-diversified policy, the fund benefits from increased freedom to adjust holdings when certain stocks exceed standard diversification limits, thereby optimizing the investment portfolio.

What are common risks associated with this investment strategy?

As with any actively managed ETF, risks include market volatility, sector-specific fluctuations, and the potential for concentration risk due to non-diversification. Investors should understand these factors when evaluating their investment options.

How can investors learn more about the ETF's performance and portfolio composition?

Investors can monitor fund and portfolio data through official financial disclosures and regular reports provided by Federated Hermes. These resources offer insights into the fund's investment strategy and market positioning.
Federated Hermes MDT Large Cap Gr ETF

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