Morningstar

Six Circles U.S. Unconstrained Equity CUSUX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Six Circles Investment Hub

Morningstar’s Analysis CUSUX

Will CUSUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CUSUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CUSUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CUSUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Six Circles U.S. Unconstrained Equity's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center