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Upturn AI SWOT - About
6 Meridian Small Cap Equity ETF (SIXS)
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Upturn Advisory Summary
10/24/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit -4.2% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.86 | 52 Weeks Range 41.45 - 52.46 | Updated Date 06/30/2025 |
52 Weeks Range 41.45 - 52.46 | Updated Date 06/30/2025 |
Upturn AI SWOT
6 Meridian Small Cap Equity ETF
ETF Overview
Overview
The 6 Meridian Small Cap Equity ETF (SIXS) aims to provide long-term capital appreciation by investing primarily in a diversified portfolio of small-capitalization U.S. equity securities. It focuses on companies with growth potential and financial strength, utilizing a proprietary methodology for security selection.
Reputation and Reliability
6 Meridian is an investment management firm with a focus on providing differentiated investment solutions. Its reputation reflects its active management approach and commitment to client outcomes.
Management Expertise
The management team comprises experienced professionals with expertise in small-cap equity investing and quantitative analysis.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, not tracking a specific index. It utilizes a proprietary fundamental analysis approach to identify undervalued small-cap stocks.
Composition Primarily composed of U.S. small-cap equity securities. Allocation is based on proprietary research and analysis.
Market Position
Market Share: Insufficient data available to accurately determine SIXS's specific market share.
Total Net Assets (AUM):
Competitors
Key Competitors
- IWM
- SLY
- VBR
- SPSM
Competitive Landscape
The small-cap ETF market is highly competitive, with several well-established players. SIXS differentiates itself through its active management and proprietary stock selection process. Advantages include potentially higher returns through active management, while disadvantages include higher expense ratios and potential underperformance compared to passive index funds.
Financial Performance
Historical Performance: Insufficient data to show financial performance for this ETF.
Benchmark Comparison: Unable to be determined due to limited performance data.
Expense Ratio:
Liquidity
Average Trading Volume
Average trading volume data is not available for this ETF.
Bid-Ask Spread
Bid-ask spread data is not available for this ETF.
Market Dynamics
Market Environment Factors
SIXS is affected by overall economic growth, interest rates, and investor sentiment towards small-cap stocks. Sector-specific trends within the small-cap universe also influence its performance.
Growth Trajectory
Growth depends on the success of its active management strategy in identifying and capitalizing on opportunities within the small-cap market. Changes to strategy and holdings are driven by ongoing market analysis and research.
Moat and Competitive Advantages
Competitive Edge
SIXS seeks to provide a competitive edge through its active management approach, leveraging the expertise of its investment team to identify undervalued opportunities. The proprietary methodology for security selection aims to generate superior risk-adjusted returns compared to passive small-cap ETFs. However, success is heavily reliant on the effectiveness of the stock-picking strategy. The fund's small size can also allow for more nimble investing within the small-cap space.
Risk Analysis
Volatility
Volatility is expected to be high, typical for small-cap equity investments.
Market Risk
Subject to market risk inherent in equity investments, particularly in the small-cap segment, which can be more sensitive to economic downturns and market fluctuations.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a higher risk tolerance, who believe in active management's potential to outperform passive strategies in the small-cap space.
Market Risk
Best suited for long-term investors with a higher risk appetite who are willing to accept potential volatility for the prospect of higher returns.
Summary
SIXS is an actively managed small-cap equity ETF aiming for long-term capital appreciation. Its success hinges on the effectiveness of its proprietary stock selection methodology. It targets investors with a higher risk tolerance seeking to outperform passive small-cap benchmarks. However, potential investors should consider the higher expense ratio associated with active management. Due to lack of available data, investors should do their own research before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- 6 Meridian Website
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share information is based on available data and may not be precise. Investors should conduct their own due diligence 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 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.
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.