Six Circles Multi-Strategy Fund CALTX

Strategy

The investment seeks to achieve long-term capital appreciation. The fund is designed to achieve long-term capital appreciation by allocating its assets across multiple sub‑advised strategies that are intended to allow the fund to maintain an investment portfolio with, on average, lower volatility over a market cycle than the broader equity markets. The fund is non-diversified.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
CALTX
Six Circles Multi-Strategy FundNo LoadOpen——$3.36B0.850%Low$0$1.13B

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