Six Circles Funds List | Morningstar

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Six Circles Funds List

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1 to 10 of 10 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Six Circles Global Bond	CGLBX	Global Bond			4.04%	44	0.120%	Low	No Load	$0
Six Circles Mgd Eq Port Intl Uncons	CMIUX	Europe Stock			14.41%	26	0.110%	Low	No Load	$0
Six Circles Mgd Eq Port US Uncons	CMEUX	Large Blend			22.10%	19	0.060%	Low	No Load	$0
Six Circles Tax Aware Bond	CBTAX	Muni National Interm		—	3.10%	30	0.140%	Low	No Load	$0
Six Circles U.S. Unconstrained Equity	CUSUX	Large Blend			22.71%	13	0.060%	Low	No Load	$0
Six Circles Credit Opportunities	CRDOX	High Yield Bond			8.12%	18	0.290%	Low	No Load	$0
Six Circles International Uncon Eq	CIUEX	Europe Stock			14.70%	20	0.080%	Low	No Load	$0
Six Circles Ultra Short Duration	CUSDX	Ultrashort Bond			4.61%	41	0.190%	Low	No Load	$0
Six Circles Tax Aware Ult Shr Dur	CUTAX	Ultrashort Bond		—	3.11%	100	0.150%	Low	No Load	$0
Six Circles Multi-Strategy	CALTX	Multistrategy	—	—	—	—	0.690%	—	—	$0

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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