SIXH

6 Meridian Hedged Equity-Index Option Strategy ETF
*Unless otherwise stated, data provided by FactSet.

SIXH Fund Description

SIXH is an actively managed fund that provides exposure to US equities and sells call options against SPY.

SIXH Factset Analytics Insight

SIXH holds a portfolio of 40-60 US equities and sells call options against the SPY to increase current income and decrease volatility. In generating this income, the Fund’s total return in favorable markets may be reduced while its total return may increase in bearish markets. In creating the equity portfolio, SIXH uses a quantitative strategy focused on high quality or profitable stocks. Portfolio construction begins with ranking each company based on a composite of several factors intended to measure profitability, growth, liquidity, solvency, and momentum. Securities ranking the lowest, relative to the distribution of all securities measured are excluded. The remaining firms are then ranked separately using various factors including beta, momentum, yield, value, and quality. SIXH selects the highest ranking companies after all the measures are applied. The Fund also may hedge its portfolio through the use of inverse ETFs.

SIXH Charts And Performance

Price Chart ($)
Total Return Chart (%)
  • 1 Month
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  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
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  • 1 Month
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  • YTD
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All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SIXH Summary Data

Meridian
05/11/20
Open-Ended Fund
0.81%
$158.43M
$290.76K
0.26%

SIXH Portfolio Data

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N/A
0

SIXH Index Data

No Underlying Index
Proprietary
Proprietary
MSCI USA IMI

SIXH Portfolio Management

0.81%
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SIXH Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

SIXH Fund Structure

Open-Ended Fund
Yes
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No Policy
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

SIXH Factset Analytics Block Liquidity

As of 05/27/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SIXH. SIXH is rated a N/A out of 5.

SIXH Tradability

11,491
$290.76K
770
$19.47K
0.26%
$0.07
0.14%
0.67% / -0.12%
None
100.00%
25,000
0.03
0.08%
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$25.29
N/A

SIXH Top 10 Holdings

0%

SIXH Performance Statistics

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0.00%
MSCI USA IMI

SIXH Benchmark Comparison Holdings

0
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SIXH Benchmark Comparison Summary


SIXH
Segment Benchmark
0
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SIXH Benchmark Comparison Market Cap Size


SIXH
Segment Benchmark
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