FDV
Federated Hermes U.S. Strategic Dividend ETF
📎 Investment Objective
The Federated Hermes U.S. Strategic Dividend ETF seeks to provide current income and long-term capital appreciation by investing in a portfolio of U.S. dividend-paying stocks.
Overview
ETF tracking Federated Hermes U.S. Strategic Dividend ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Federated Hermes U.S. Strategic Dividend ETF seeks to provide current income and long-term capital appreciation by investing in a portfolio of U.S. dividend-paying stocks.
🎯 Investment Strategy
The ETF invests primarily in common stocks of U.S. companies that the fund's investment manager believes are undervalued and have the potential for dividend growth. The fund uses a value-oriented investment approach to identify companies with sustainable competitive advantages, strong cash flows, and attractive valuations.
✨ Key Features
- Focuses on U.S. dividend-paying stocks with a value orientation
- Aims to provide current income and long-term capital appreciation
- Utilizes a fundamental, bottom-up investment process to identify undervalued companies
- Diversified portfolio across sectors and market capitalizations
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Dividend risk: Companies may reduce or eliminate dividend payments, impacting the fund's income
- Value investing risk: The fund's value-oriented approach may underperform growth-oriented strategies
- Concentration risk: The fund may have significant exposure to certain sectors or industries
👤 Best For
This ETF may be suitable for long-term investors seeking a portfolio of U.S. dividend-paying stocks with a value orientation. It may be appropriate for investors looking to generate current income and achieve long-term capital appreciation, while being willing to accept the risks associated with investing in the stock market.