Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Six Circles Tax Aware Ult Shr Dur (CUTAX)

9.89
0.00
(0.00%)
At close: 6:45:27 PM EDT
Loading Chart for CUTAX
  • Previous Close 9.89
  • YTD Return 0.91%
  • Expense Ratio 0.15%
  • Category Ultrashort Bond
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 927.08M
  • Beta (5Y Monthly) 0.07
  • Yield 3.40%
  • 5y Average Return --
  • Holdings Turnover 51.20%
  • Last Dividend 0.08
  • Inception Date Jul 9, 2018

Under normal circumstances, the fund invests at least 50% of its total assets in municipal securities, the income from which is exempt from federal income tax. It also may invest in taxable instruments. While the fund may invest in securities with various maturities, under normal market conditions, it will seek to maintain an average effective portfolio duration of one year or less.

Six Circles

Fund Family

Ultrashort Bond

Fund Category

927.08M

Net Assets

2018-07-09

Inception Date

Performance Overview: CUTAX

View More

Trailing returns as of 4/14/2025. Category is Ultrashort Bond.

YTD Return

CUTAX
0.91%
Category
0.23%
 

1-Year Return

CUTAX
3.87%
Category
0.98%
 

3-Year Return

CUTAX
2.98%
Category
1.85%
 

5-Year Return

CUTAX
2.00%
Category
1.66%
 

People Also Watch

Recent News: CUTAX

View More

Research Reports: CUTAX

View More

Top Mutual Funds