Six Circles Funds List | Morningstar

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Six Circles Mutual Funds List

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Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund	CMEUX	Large Blend			13.97%	41	0.060%	Low	No Load	$0
Six Circles Global Bond Fund	CGLBX	Global Bond			−0.67%	31	0.130%	Low	No Load	$0
Six Circles Tax Aware Bond Fund	CBTAX	Muni National Interm		—	−1.56%	40	0.130%	Low	No Load	$0
Six Circles Tax Aware Intermediate Duration Fund	CUTAX	Muni National Interm		—	−0.94%	13	0.180%	Low	No Load	$0
Six Circles Managed Equity Portfolio International Unconstrained Fund	CMIUX	Europe Stock			8.97%	21	0.100%	Low	No Load	$0
Six Circles U.S. Unconstrained Equity Fund	CUSUX	Large Blend			11.09%	72	0.050%	Low	No Load	$0
Six Circles International Unconstrained Equity Fund	CIUEX	Europe Stock			8.44%	27	0.080%	Low	No Load	$0
Six Circles Credit Opportunities	CRDOX	High Yield Bond		—	0.38%	48	0.250%	Low	No Load	$0
Six Circles Ultra Short Duration Fund	CUSDX	Ultrashort Bond			2.58%	75	0.190%	Low	No Load	$0
Six Circles Multi-Strategy Fund	CALTX	Multistrategy	—	—	7.51%	46	0.850%	Low	No Load	$0

Six Circles Funds - Default List Criteria

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.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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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.

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Percentile Rank

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

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