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 Fund | No Load | Open | — | — | $3.33B | 0.850% | Low | $0 | $1.60B |
United States