ETC 6 Meridian Hdg Eq-Idx Opt Strat ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
ETC 6 Meridian Hedged Equity-Index Option Strategy ETF SIXH
Morningstar’s Analysis SIXH
Will SIXH outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SIXH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SIXH’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Altria Group Inc | 5.34 | 29M | Consumer Defensive |
State Street® SPDR® S&P 500® ETF | 5.19 | 28M | — |
PepsiCo Inc | 3.89 | 21M | Consumer Defensive |
Verizon Communications Inc | 3.70 | 20M | Communication Services |
AT&T Inc | 3.62 | 20M | Communication Services |
Lam Research Corp | 2.78 | 15M | Technology |
Exxon Mobil Corp | 2.75 | 15M | Energy |
ConocoPhillips | 2.75 | 15M | Energy |
American Tower Corp | 2.73 | 15M | Real Estate |
Walmart Inc | 2.67 | 15M | Consumer Defensive |
United States