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Six Circles Tax Aware Bond CBTAX Fund Analysis

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Morningstar’s Analysis CBTAX

Will CBTAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Six Circles Tax Aware Bond to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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