Funds Offered by  

9 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
CBTAXSix Circles Tax Aware Bond FundMutual fund03/25/2020US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.24%Analyze
CGLBXSix Circles Global Bond FundMutual fund03/25/2020Actively managed1.00 0.00%Analyze
CIUEXSix Circles International Unconstrained Equity FundMutual fund07/09/2018Global Equity Developed markets ex-USLarge capActively managed1.00 0.13%Analyze
CMEUXSix Circles Managed Equity Portfolio U.S. Unconstrained FundMutual fund04/10/2019US Equity Broad marketLarge capActively managed1.00 0.11%Analyze
CMIUXSix Circles Managed Equity Portfolio International Unconstrained FundMutual fund04/10/2019Global Equity Developed markets ex-USLarge capActively managed1.00 0.26%Analyze
CRDOXSix Circles Credit Opportunities FundMutual fund08/18/2020Actively managed1.00 0.00%Analyze
CUSDXSix Circles Ultra Short Duration FundMutual fund07/09/2018US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.25%Analyze
CUSUXSix Circles U.S. Unconstrained Equity FundMutual fund07/09/2018US Equity Broad marketLarge capActively managed1.00 0.08%Analyze
CUTAXSix Circles Tax Aware Ultra Short Duration FundMutual fund07/09/2018US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.21%Analyze
TOTAL9

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