Morningstar

Six Circles Managed Equity Portfolio U.S. Unconstrained Fund CMEUX

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

Strategy

The investment seeks to provide capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings) in equity securities issued by U.S. companies and other instruments with economic characteristics similar to equity securities issued by U.S. companies. It may also invest a portion of its assets in securities of real estate investment trusts ("REITs") that own and/or manage properties. 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
CMEUX	Six Circles Managed Equity Portfolio U.S. Unconstrained Fund	No Load	Open			Apr 10, 2019	$36.99B	0.060%	Low	$0	$6.56B

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