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Upturn AI SWOT - About
6 Meridian Mega Cap Equity ETF (SIXA)
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Upturn Advisory Summary
10/24/2025: SIXA (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.
Analysis of Past Performance
Type ETF | Historic Profit 30.82% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 40.22 - 48.27 | Updated Date 06/30/2025 |
52 Weeks Range 40.22 - 48.27 | Updated Date 06/30/2025 |
Upturn AI SWOT
6 Meridian Mega Cap Equity ETF
ETF Overview
Overview
The 6 Meridian Mega Cap Equity ETF (SIXA) is an actively managed ETF focusing on mega-cap U.S. equities, aiming to generate long-term capital appreciation by selecting companies with strong fundamentals and growth potential.
Reputation and Reliability
6 Meridian is a registered investment advisor. Its reputation and reliability depend on its investment performance and client satisfaction over time.
Management Expertise
The management team consists of experienced investment professionals with expertise in equity analysis and portfolio management.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in mega-cap U.S. equities.
Investment Approach and Strategy
Strategy: Actively managed ETF selecting stocks based on fundamental research and growth prospects.
Composition Primarily holds U.S. mega-cap stocks.
Market Position
Market Share: Data not readily available to compute SIXA's market share precisely.
Total Net Assets (AUM): 17449851
Competitors
Key Competitors
- SPY
- IVV
- VOO
- QQQ
- DIA
Competitive Landscape
The mega-cap ETF market is dominated by passively managed index funds. SIXA's active management offers potential for outperformance but also carries higher fees and risks. Competitors like SPY, IVV, and VOO are passively managed index funds with substantially lower expense ratios.
Financial Performance
Historical Performance: Historical financial performance data is not available within this prompt.
Benchmark Comparison: Benchmark comparison data is not available within this prompt.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume of SIXA is relatively low, which may impact ease of trading.
Bid-Ask Spread
The bid-ask spread might be wider due to low trading volume, potentially increasing transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards mega-cap companies influence SIXA's performance.
Growth Trajectory
SIXA's growth depends on its ability to select high-performing mega-cap stocks and effectively manage risk. Changes in strategy and holdings are disclosed periodically.
Moat and Competitive Advantages
Competitive Edge
SIXA's competitive edge lies in its active management and focus on identifying undervalued mega-cap stocks. The fund uses fundamental research to select companies with strong growth potential and attractive valuations. This approach differentiates it from passively managed index funds. However, active management comes with higher fees, potentially offsetting any performance gains.
Risk Analysis
Volatility
Volatility will depend on the underlying mega-cap stocks and overall market conditions.
Market Risk
SIXA is subject to market risk, which includes the possibility of losses due to economic downturns or negative market sentiment towards mega-cap stocks.
Investor Profile
Ideal Investor Profile
SIXA is suitable for investors seeking long-term capital appreciation through exposure to mega-cap U.S. equities and who are comfortable with active management and its associated risks.
Market Risk
SIXA may be best for long-term investors willing to accept higher fees for potential outperformance compared to passive index funds.
Summary
6 Meridian Mega Cap Equity ETF (SIXA) is an actively managed ETF focused on mega-cap U.S. equities, aiming for long-term capital appreciation. It differentiates itself through active stock selection based on fundamental research. The ETF is subject to market risk and may have higher fees compared to passively managed competitors. SIXA is suitable for long-term investors who seek actively managed exposure to mega-cap stocks and are willing to accept the higher fees for potential outperformance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- 6 Meridian Website
- ETF.com
- Yahoo Finance
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. 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 Mega 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 mega capitalization equity securities. The Sub-Adviser considers mega capitalization companies to be the largest 10% of stocks included in the Russell 3000 Index by market capitalization. The equity securities in which it invests are mainly common stocks. The fund is non-diversified.
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.