Morningstar

Six Circles Global Bond Fund CGLBX

Medalist Rating as of Sep 30, 2026 See Six Circles Investment Hub

Strategy

The investment seeks to provide total return. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings) in fixed income securities and other related instruments with similar economic characteristics. It may also invest in other investment companies, such as open-end, closed-end and exchange-traded funds, and other pooled investment vehicles, which may include private funds. 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
CGLBX	Six Circles Global Bond Fund	No Load	Open			May 19, 2020	$18.60B	0.130%	Low	$0	$3.40B

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