Six Circles Funds List | Morningstar

Skip to Content

Six Circles Funds List

Share Class Type

1 to 9 of 9 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Six Circles Global Bond	CGLBX	Global Bond			−0.54%	14	0.120%	Low	No Load	—
Six Circles Mgd Eq Port Intl Uncons	CMIUX	Europe Stock			8.68%	43	0.110%	Low	No Load	—
Six Circles Mgd Eq Port US Uncons	CMEUX	Large Blend			10.45%	28	0.060%	Low	No Load	—
Six Circles U.S. Unconstrained Equity	CUSUX	Large Blend			10.65%	24	0.060%	Low	No Load	—
Six Circles International Uncon Eq	CIUEX	Europe Stock			9.49%	35	0.080%	Low	No Load	—
Six Circles Tax Aware Bond	CBTAX	Muni National Interm		—	0.22%	33	0.140%	Low	No Load	—
Six Circles Ultra Short Duration	CUSDX	Ultrashort Bond			2.07%	45	0.190%	Low	No Load	—
Six Circles Credit Opportunities	CRDOX	High Yield Bond			2.43%	17	0.290%	Low	No Load	—
Six Circles Tax Aware Ult Shr Dur	CUTAX	Ultrashort Bond		—	1.19%	96	0.150%	Low	No Load	—

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

Learn More
Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

Learn More
Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

Learn More
Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Learn More

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.