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SIXS

6 Meridian Small Cap Equity ETF (SIXS)

$47.02

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
YEAR
MONTH
WEEK

Upturn Advisory Summary

04/01/2025: SIXS (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF

Historic Profit -10.48%

Avg. Invested days 52

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

3.0

ETF Returns Performance

1.0

Profits based on simulation

Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 4803	Beta 0.87	52 Weeks Range 43.62 - 52.70	Updated Date 04/2/2025
52 Weeks Range 43.62 - 52.70	Updated Date 04/2/2025

Upturn AI SWOT

6 Meridian Small Cap Equity ETF

ETF Overview

Overview

The 6 Meridian Small Cap Equity ETF seeks long-term capital appreciation by investing primarily in small-capitalization U.S. equities. It employs a quantitative, rules-based approach to select and weight stocks, focusing on factors such as value, quality, and momentum.

Reputation and Reliability

6 Meridian is a registered investment advisor. Reputation and reliability should be independently researched.

Management Expertise

Information on the specific management team's expertise should be independently researched as it is unavailable.

Investment Objective

Goal

To achieve long-term capital appreciation through investment in small-cap U.S. equities.

Investment Approach and Strategy

Strategy: The ETF does not explicitly track a specific index, but rather uses a proprietary quantitative model to select and weight stocks.

Composition Primarily holds U.S. small-cap stocks selected using a quantitative methodology.

Market Position

Market Share: Market share data is not readily available and requires specialized financial data services.

Total Net Assets (AUM): AUM data requires specialized financial data services.

Competitors

Key Competitors

IWM
VBR
SMLV
AVUV
DFAS

Competitive Landscape

The small-cap ETF market is highly competitive, with many established players. The advantages and disadvantages of 6 Meridian Small Cap Equity ETF depend on the specific quantitative model used. Competitors like IWM offer broad exposure, while others like AVUV and SMLV focus on value or factor-based strategies. 6 Meridian needs to differentiate by delivering superior risk-adjusted returns, but information on their fund is limited.

Financial Performance

Historical Performance: Historical financial performance data requires specialized financial data services.

Benchmark Comparison: Benchmark comparison data requires specialized financial data services.

Expense Ratio: Expense Ratio data requires specialized financial data services.

Liquidity

Average Trading Volume

Average trading volume data requires specialized financial data services.

Bid-Ask Spread

Bid-ask spread data requires specialized financial data services.

Market Dynamics

Market Environment Factors

Small-cap equities are sensitive to economic growth, interest rates, and investor sentiment. Sector growth prospects within the small-cap universe can also influence performance.

Growth Trajectory

Growth trends and changes to strategy and holdings data require specialized financial data services.

Moat and Competitive Advantages

Competitive Edge

The competitive edge, if any, depends on the success and differentiation of 6 Meridian's quantitative model for stock selection and weighting. A consistent application of a profitable model that delivers above market returns will give them a sustainable competitive advantage. A combination of value, quality, and momentum factors are commonly used in quantitative approaches. Without the transparency of the specific components of 6 Meridian's model, no conclusions can be drawn.

Risk Analysis

Volatility

Historical volatility data requires specialized financial data services.

Market Risk

Investing in small-cap equities carries inherent market risk, including higher volatility and susceptibility to economic downturns. Specific risks are dependent on the securities held and the relative exposure to risk factors.

Investor Profile

Ideal Investor Profile

The ideal investor is one who has a high risk tolerance and a long-term investment horizon. They should seek capital appreciation potential in small-cap equities and be comfortable with market fluctuations.

Market Risk

This ETF is suitable for long-term investors seeking capital appreciation through small-cap equities and is not intended for active traders due to potential illiquidity. Passive index followers may prefer a more established broad-based small-cap ETF like IWM or VBR.

Summary

The 6 Meridian Small Cap Equity ETF aims to provide long-term capital appreciation by investing in U.S. small-cap stocks using a quantitative approach. Its success depends on the effectiveness of the quantitative model. Investing in small-cap equities carries higher volatility and market risk. This ETF is suitable for long-term investors with high risk tolerance, seeking capital appreciation in the small-cap space.

Similar Companies

AVUV

Avantis® U.S. Small Cap Value ETF

$87.51

ETF

ETF

PASS

IWM

Data Sources:

ETF.com
Morningstar.com
Bloomberg.com
SEC.gov
Company Filings

Disclaimers:

The data and analysis provided are based on publicly available information and are for informational purposes only. Investment decisions should be made after consulting with a qualified financial advisor. Past performance is not indicative of future results. Data on Market Share and Expense Ratios may not be available.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About 6 Meridian Small Cap Equity ETF

Exchange NYSE ARCA	Headquaters -
IPO Launch date -	CEO -
Sector -	Industry -	Full time employees -	Website
Full time employees -	Website

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in small-capitalization equity securities. The Sub-Adviser considers small-capitalization companies to be those with market capitalizations within the range of the market capitalization of companies included in the S&P SmallCap 600® Index. Although it invests primarily in small-capitalization securities, the fund may invest in equity securities of companies of any capitalization. The equity securities in which it invests are mainly common stocks.

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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.