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Upturn AI SWOT - About
6 Meridian Quality Growth ETF (SXQG)
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Upturn Advisory Summary
04/01/2025: SXQG (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 5.05% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 4817 | Beta 1 | 52 Weeks Range 26.46 - 33.40 | Updated Date 04/2/2025 |
52 Weeks Range 26.46 - 33.40 | Updated Date 04/2/2025 |
Upturn AI SWOT
6 Meridian Quality Growth ETF
ETF Overview
Overview
The 6 Meridian Quality Growth ETF (SIXX) seeks long-term capital appreciation by investing in a concentrated portfolio of high-quality growth companies with sustainable competitive advantages.
Reputation and Reliability
6 Meridian is a registered investment advisor with experience in managing wealth and investment portfolios.
Management Expertise
The management team has experience in identifying and investing in quality growth companies.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a fundamentally-driven approach, selecting companies based on quality, growth potential, and valuation.
Composition The ETF primarily holds stocks of U.S. companies.
Market Position
Market Share: Insufficient data available to calculate market share.
Total Net Assets (AUM): Data Not Available
Competitors
Key Competitors
- VUG
- QQQ
- IWF
Competitive Landscape
The ETF industry is highly competitive. SIXX differentiates itself through its concentrated portfolio and quality-focused approach. However, larger ETFs like VUG and QQQ have greater liquidity and brand recognition, giving them advantages in attracting investors. SIXX's smaller size might provide more agility, but its concentrated portfolio could also lead to increased volatility compared to broader ETFs.
Financial Performance
Historical Performance: Historical performance data is not available.
Benchmark Comparison: Unable to provide benchmark comparison due to lack of historical performance data.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
Average trading volume data is unavailable.
Bid-Ask Spread
Bid-ask spread data is unavailable.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends influence the performance of growth stocks held by SIXX.
Growth Trajectory
Insufficient data to determine growth trajectory; further analysis is needed regarding changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
SIXX's competitive edge lies in its concentrated portfolio of high-quality growth companies, selected using a fundamentally-driven approach. The fund aims to identify businesses with sustainable competitive advantages and strong growth potential. Its focus on quality over quantity aims to potentially outperform broader growth indices. However, this concentrated approach may lead to higher volatility and potential underperformance if the selected companies do not perform as expected.
Risk Analysis
Volatility
Insufficient data to assess historical volatility.
Market Risk
SIXX's underlying assets, primarily growth stocks, are subject to market risk, including economic downturns and changes in investor sentiment. As a concentrated portfolio, the fund is also subject to concentration risk.
Investor Profile
Ideal Investor Profile
The ideal investor for SIXX is one seeking long-term capital appreciation and who is comfortable with a concentrated portfolio of growth stocks. They should have a moderate to high-risk tolerance and a long-term investment horizon.
Market Risk
SIXX is best suited for long-term investors with a high-risk tolerance.
Summary
6 Meridian Quality Growth ETF (SIXX) aims to achieve long-term capital appreciation by investing in a concentrated portfolio of high-quality growth companies. Its fundamentally-driven approach focuses on identifying companies with sustainable competitive advantages. The ETF is best suited for long-term investors with a high-risk tolerance. SIXX's concentrated portfolio may lead to higher volatility compared to broader growth indices.
Similar Companies
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
QQQ
Invesco QQQ Trust
QQQ
Invesco QQQ Trust
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheet
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may be estimated or unavailable. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About 6 Meridian Quality Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (ETF) that seeks to achieve its investment objective primarily by investing in equity securities. It invests mainly in common stocks and may invest in the securities of companies of any capitalization. Currently, the Sub-Adviser expects to invest a significant portion of the fund's assets in the securities of companies in the health care and information technology sectors, although this may change from time to time. It is non-diversified.
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