Morningstar

Six Circles Tax Aware Intermediate Duration Fund CUTAX

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

Strategy

The investment seeks to provide after-tax total return. The fund is designed to provide after-tax total return by actively investing mainly in fixed income securities of varying maturities. Under normal circumstances, it invests at least 50% of its total assets in municipal securities, the income from which is exempt from federal income tax.

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
CUTAX	Six Circles Tax Aware Intermediate Duration Fund	No Load	Open			Jul 9, 2018	$3.40B	0.180%	Low	$0	$2.07B

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