CMEUX Six Circles Managed Equity Portfolio U.S. Unconstrained Fund

This is an open ended mutual fund. 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. It may also invest a portion of its assets in securities of real estate investment trusts ("REITs") that own and/or manage properties. The fund is non-diversified.

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Six Circles Trust
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     04/10/2019
Market cap:     $1,500,000,000
Current yield:     1.26%
Fees:     0.1100%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  83002G504
ISIN:    
Investment style: Actively managed

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