6 Meridian Quality Growth ETF (SXQG)

Overview

The 6 Meridian Quality Growth ETF (SIXX) is an actively managed ETF focusing on companies with high-quality characteristics and strong growth potential. It aims to outperform the broader market by selecting companies with sustainable competitive advantages.

Reputation and Reliability

6 Meridian is a registered investment advisor focused on providing personalized investment strategies. Their reputation is built on active management and client-focused solutions.

Management Expertise

The management team possesses experience in active portfolio management and fundamental analysis, aiming to deliver superior risk-adjusted returns.

Goal

To achieve long-term capital appreciation by investing in a portfolio of high-quality growth companies.

Investment Approach and Strategy

Strategy: SIXX is actively managed. The fund managers select securities based on fundamental research and quantitative analysis to identify quality growth companies.

Composition Primarily focused on equity securities of U.S. companies across various sectors. The fund's holdings generally include common stock.

Market Share: Insufficient data available to accurately determine SIXX's precise market share.

Total Net Assets (AUM): 25500000

Key Competitors

• VUG
• SCHG
• QQQ

Competitive Landscape

The growth ETF market is highly competitive, dominated by large passively managed funds like VUG, SCHG and QQQ. SIXX differentiates itself through active management and a focus on quality. The advantage of SIXX is its ability to select companies based on specific quality metrics. The disadvantages include higher expense ratios than passive funds and the risk of underperformance relative to the benchmark.

Historical Performance: Historical performance data requires a specific time frame and source to be accurately reflected. Actual performance data can be retrieved from financial data providers. Example [1.1,3.3,4.4,5.5,6.6]

Benchmark Comparison: A benchmark comparison would require specifying a relevant benchmark, such as the Russell 1000 Growth Index, and comparing SIXX's returns against it. Actual performance data can be retrieved from financial data providers. Example [1.1,3.3,4.4,5.5,6.6]

Expense Ratio: 0.79

Average Trading Volume

The average trading volume of SIXX affects ease of entry and exit. The average volume for SIXX is 7128.

Bid-Ask Spread

The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept. SIXX's bid-ask spread affects the cost of trading the ETF. The Bid-Ask spread is 0.48%.

Market Environment Factors

Economic indicators such as GDP growth, inflation, and interest rates, alongside sector growth prospects and overall market sentiment, influence SIXX's performance.

Growth Trajectory

SIXX's growth depends on the performance of its selected growth stocks and the effectiveness of its active management strategy. Changes to holdings and portfolio composition are driven by market conditions and the manager's investment outlook.

Competitive Edge

SIXX aims to gain a competitive edge through active management, specifically by focusing on identifying high-quality growth companies. Its actively managed approach allows it to adjust the portfolio based on evolving market conditions. The fund's investment process incorporates both fundamental research and quantitative analysis, seeking to identify companies with sustainable competitive advantages. This tailored approach seeks to generate alpha and provide potentially better risk-adjusted returns compared to passively managed peers.

Volatility

SIXX's volatility is inherent to its exposure to growth stocks, which tend to exhibit higher price fluctuations compared to value stocks or bonds.

Market Risk

SIXX is exposed to market risk, meaning that the value of its holdings could decline due to overall market downturns, sector-specific issues, or company-specific events.

Ideal Investor Profile

SIXX is suitable for investors seeking long-term capital appreciation and are comfortable with the risks associated with investing in growth stocks. It is designed for investors willing to pay a higher expense ratio for the potential of outperformance through active management.

Market Risk

SIXX is best suited for long-term investors seeking growth and willing to accept potentially higher volatility for potentially higher returns.

The 6 Meridian Quality Growth ETF (SIXX) is an actively managed ETF that focuses on high-quality growth stocks with the objective of long-term capital appreciation. It distinguishes itself through active stock selection and a focus on companies with robust fundamentals. However, it faces competition from larger, passively managed growth ETFs, and its performance depends heavily on the manager's ability to identify successful growth companies. Investors should carefully consider their risk tolerance and investment goals before investing in SIXX.

Data Sources:

• Bloomberg
• Company Fact Sheet
• ETF.com

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your own research and risk tolerance. Past performance is not indicative of future results.