Morningstar

Six Circles Ultra Short Duration Fund CUSDX

Medalist Rating as of Aug 31, 2026 See Six Circles Investment Hub

Strategy

The investment seeks to generate current income consistent with capital preservation. The fund mainly invests in U.S. dollar and non-U.S. dollar denominated investment grade short-term fixed and floating rate debt securities. While it may invest in securities with various maturities, under normal market conditions, the fund will seek to maintain an average effective portfolio duration of one year or less.

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
CUSDX	Six Circles Ultra Short Duration Fund	No Load	Open			Jul 9, 2018	$1.15B	0.190%	Low	$0	$359.14M

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