Six Circles Funds List | Morningstar

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Six Circles Mutual Funds List

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1 to 10 of 10 Results

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 Tax Aware Bond Fund	CBTAX	Muni National Intermediate		—	1.07%	32	0.130%	Low	No Load	$0
Six Circles Managed Equity Portfolio International Unconstrained Fund	CMIUX	Europe Stock			9.62%	33	0.100%	Low	No Load	$0
Six Circles Global Bond Fund	CGLBX	Global Bond			0.33%	18	0.130%	Low	No Load	$0
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund	CMEUX	Large Blend			11.04%	64	0.060%	Low	No Load	$0
Six Circles U.S. Unconstrained Equity Fund	CUSUX	Large Blend			8.20%	85	0.050%	Low	No Load	$0
Six Circles International Unconstrained Equity Fund	CIUEX	Europe Stock			9.52%	36	0.080%	Low	No Load	$0
Six Circles Tax Aware Intermediate Duration Fund	CUTAX	Muni National Intermediate		—	1.50%	11	0.180%	Low	No Load	$0
Six Circles Credit Opportunities	CRDOX	High Yield Bond		—	1.38%	40	0.250%	Low	No Load	$0
Six Circles Ultra Short Duration Fund	CUSDX	Ultrashort Bond			2.82%	80	0.190%	Low	No Load	$0
Six Circles Multi-Strategy Fund	CALTX	Multistrategy	—	—	6.32%	47	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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