SXQG

6 Meridian Quality Growth ETF
*Unless otherwise stated, data provided by FactSet.

SXQG Fund Description

SXQG is an actively-managed fund of US-based companies that exhibit high quality and growth characteristics relative to their peers.

SXQG Factset Analytics Insight

SXQG employs a quantitatively-driven strategy in constructing its high quality and growth portfolio. From an initial universe consisting of companies in the broad US equity market, the fund excludes micro-cap companies and companies that exhibit poor liquidity and momentum characteristics. From there, remaining securities with the highest-ranking composite scores — based on variables that measure profitability, growth, and ability to service financing obligations — are selected for inclusion. While the fund utilizes a proprietary methodology, holdings are indicated to be market-cap-weighted and capped at 5% individually.

SXQG MSCI ESG Analytics Insight

6 Meridian Quality Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.24 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. 6 Meridian Quality Growth ETF ranks in the 30th percentile within its peer group and in the 12nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 09/16/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SXQG 1.44% 7.60% -- -- -- -- --
SXQG (NAV) 1.02% 8.25% -- -- -- -- --
No Underlying Index -- -- -- -- -- -- --
MSCI USA IMI 0.25% 5.63% 19.57% 36.34% 17.61% 18.20% 16.22%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SXQG Summary Data

Meridian
05/10/21
Open-Ended Fund
1.00%
$17.29M
$172.84K
0.15%
N/A

SXQG Portfolio Data

$178.87B
33.27
10.93
--
N/A
89

SXQG Index Data

No Underlying Index
Proprietary
Proprietary
MSCI USA IMI

SXQG Portfolio Management

1.00%
--
--
--

SXQG Tax Exposures

20.00% / 39.60%
--
N/A
No

SXQG Fund Structure

Open-Ended Fund
No
--
-- / --
N/A
N/A
Low
Daily

SXQG Factset Analytics Block Liquidity

As of 09/17/21
5
4
3
2
1

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

SXQG Tradability

6,604
$172.84K
2,430
$65.09K
0.15%
$0.04
0.02%
0.26% / -0.08%
None
99.00%
25,000
0.10
0.04%
0.01%
0
$26.65
5

SXQG Sector/Industry Breakdown


SXQG
Segment Benchmark
35.61%
33.32%
27.32%
14.69%
12.41%
13.22%
9.80%
9.39%
7.87%
14.15%
6.67%
5.35%
0.32%
2.65%

SXQG Countries


SXQG
Segment Benchmark
100.00%
99.93%
--
0.07%

SXQG Regions


SXQG
Segment Benchmark
100.00%
100.00%

SXQG Economic Development


SXQG
Segment Benchmark
100.00%
100.00%

SXQG Performance Statistics

--
--
--
--
0.00%
MSCI USA IMI

SXQG MSCI ESG Ratings

5.24 / 10
12.41
30.50
1.46%
3.02%
33.60

SXQG Benchmark Comparison Holdings

89
2473
88
9.70%

SXQG Benchmark Comparison Summary


SXQG
Segment Benchmark
89
2473
$178.87B
$472.14B
33.27
32.97
10.93
4.43
0.54%
1.25%
Medium
Low

SXQG Benchmark Comparison Market Cap Size


SXQG
Segment Benchmark
85.47%
87.50%
13.32%
9.89%
1.21%
2.49%
0.00%
0.12%

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.