MDT Market Neutral ETF

ticker M K T N Exchange-Traded Funds . Market Neutral .

Overview

 
AT A GLANCE
Equity
Gross
Expenses
2.23%
Net
Expenses
2.10%
Documents
STRATEGY

Long-term capital appreciation while limiting exposure to general stock market risk.

KEY FACTS
Key Facts - Part 1
Symbol ticker M K T N
Benchmark ICE US 3-Month Treasury Bill Index
Key Facts - Part 2
Fund Number(s)
1004
CUSIP 3 1 4 2 3 L 8 7 5
Performance Incp. Date September 24 2025
Power in data
Federated Hermes MDT Advisers manages a range of products which are available in a number of investment vehicles. To learn more about MDT's investment philosophy, strategies and ways to invest, click here
KEY INVESTMENT TEAM
Daniel Mahr, CFA
Senior Vice President
Head of MDT Group
MDT Advisers, a Federated Advisory Company

joined Federated Hermes
23 years of experience
Damien Zhang, CFA
Senior Vice President
Head of MDT Research

joined Federated Hermes
16 years of experience
Frederick Konopka, CFA
Vice President
Portfolio and Trading Manager
MDT Advisers, a Federated Advisory Company

joined Federated Hermes
28 years of experience
John Paul Lewicke
Vice President
Research Manager
MDT Advisers, a Federated Advisory Company

joined Federated Hermes
18 years of experience

Performance

Premium and Discount

DISCLOSURES

The premium/discount is the amount the fund’s closing price is trading above or below the reported NAV, expressed as a percentage of the NAV. When the fund’s closing price is greater than the fund’s NAV, it is said to be trading at a “premium” and the percentage is expressed as a positive number. When the fund’s closing price is less than the fund’s NAV, it is said to be trading at a “discount” and the percentage is expressed as a negative number. Shareholders may pay more than NAV when buying fund shares and receive less than NAV when selling fund shares, because shares are bought and sold at current market prices.

The median bid/ask spread is the midpoint of the difference between the best price at which a buyer has purchased a fund share (the bid) and the best price at which a seller has sold a fund share (the ask). The median bid-ask spread is calculated by identifying the national best bid and national best offer ("NBBO") for the fund as of the end of each 10 second interval during each trading day of the last 30 calendar days and dividing the difference between each such bid and offer by the midpoint of the NBBO. The median of those values is identified and that value is expressed as a percentage rounded to the nearest hundredth.

Characteristics

DISCLOSURES

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary. In addition, by accessing documents containing CUSIP information, you agree to the Terms of Use for CUSIP Information contained in the Financial Glossary.

Documents

 
DISCLOSURES

1 disclosure If this product is new, it will not have completed its first financial reporting period. Please check back to view future shareholder reports. For the new share of an existing fund, you may wish to view recent shareholder reports of another share of that fund by visiting another share.

The “As of Date” for regulatory documents  is the date when the document is made available on Federated Hermes' website.

Distributions and Taxes

Standard Performance

 
DISCLOSURES

Effective at the start of business on September 25, 2025 the Federated Hermes MDT Market Neutral ETF commenced operations.

dagger disclosure The fund's expense ratio is from the most recent prospectus. The expense ratio may reflect voluntary fee waivers and/or expense reimbursements determined by the fund's Advisor and its affiliates. The voluntary waivers and/or reimbursements, if applicable, are in effect up to but not including the later of 09/01/2026 or the date of the fund's next effective prospectus.

Fund shares are bought and sold on an exchange at market price (not NAV) and are not individually redeemed from the Fund. However, shares may be redeemed at NAV directly by certain authorized broker-dealers (Authorized Participants) in very large creation/redemption units. The returns shown do not represent the returns you would receive if you traded shares at other times. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns. Market price returns are based on the official closing price of an ETF share or, if the official closing price isn't available, the midpoint between the national best bid and national best offer ("NBBO") as of the time the ETF calculates the current NAV per share. NAVs are calculated using prices as of the end of regular trading on the New York Stock Exchange (normally 4:00 PM Eastern Time).

Past performance is no guarantee of future results.

Diversification does not assure a profit nor protect against loss.

ETFs are subject to risks and fluctuate in value.

The value of equity securities in the fund’s portfolio will fluctuate and, as a result, the fund’s share price may decline. Equity securities may decline in value because of an increase in interest rates or changes in the stock market.

The fund may make short sales of securities, which involves unlimited risk including the possibility that losses may exceed the original amount invested.

Mid-capitalization companies often have narrower markets and limited managerial and financial resources compared to larger and more established companies.

Growth stocks tend to have higher valuations and thus are typically more volatile than value stocks. Growth stocks also may not pay dividends or may pay lower dividends than value stocks.

Value stocks tend to have higher dividends and thus have a higher income-related component in their total return than growth stocks. Value stocks also may lag growth stocks in performance at times, particularly in late stages of a market advance.

The fund's use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional instruments.

There is no guarantee that the use of long and short positions will succeed in limiting the Fund’s exposure to domestic stock market movements, capitalization, sector-swings or other risk factors.

The quantitative models and analysis used by the fund's adviser may perform differently than expected and negatively affect fund performance.

The quantitative models and analysis used by the funds may perform differently than expected and negatively affect fund performance.

Total returns for periods of less than one year are cumulative.

Product classifications noted at the top are Federated Hermes' internal classifications.

Current and future portfolio holdings are subject to risk.

The fund is a new fund that recently commenced operations. New funds have limited operating histories for investors to evaluate and new funds may not attract sufficient assets to achieve investment and trading efficiencies.

The 3-year beta represents the 3-year beta of the underlying stocks in the portfolio relative to the Russell 3000® Index. While not the fund’s official ICE BofA US 3-Month Treasury Bill Index benchmark, the fund uses the Russell 3000® Index as its representation for the broad equity market. As a market neutral fund, the fund expects returns to be uncorrelated to the returns and direction of the general stock market.

Total returns may have been lower in the absence of temporary expense waivers or reimbursements.

The holdings percentages are based on net assets at the close of business on the date above, and may not necessarily reflect adjustments that are routinely made when presenting net assets for formal financial statement purposes. Because this is a managed portfolio, the investment mix will change.

Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other information, contact us or view the prospectus provided on this website. Please carefully read the summary prospectus or prospectus before investing.

Although the information provided on this website has been obtained from sources which Federated Hermes  believes to be reliable, it does not guarantee accuracy of such information and such information may be incomplete or condensed.

Federated Securities Corp., Distributor

Not FDIC Insured
May Lose Value
No Bank Guarantee

2113826804