Morningstar

Six Circles U.S. Unconstrained Equity Fund CUSUX

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. Equity securities include common stock, preferred stock and securities or other instruments whose price is linked to the value of common or preferred stock. The fund may also invest a portion of its assets in securities of real estate investment trusts ("REITs") that own and/or manage properties. It 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
CUSUX	Six Circles U.S. Unconstrained Equity Fund	No Load	Open		—	Jul 9, 2018	$36.98B	0.050%	Low	$0	$2.53B

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