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Nasdaq - Delayed Quote USD

Six Circles Tax Aware Ult Shr Dur (CUTAX)

9.90
+0.01
+(0.10%)
At close: April 17 at 8:00:27 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • JPMorgan
  • JP MORGAN NO-LOAD TRANSACTION FEE

Fund Summary

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.

Fund Overview

Category Ultrashort Bond
Fund Family Six Circles
Net Assets 927.08M
YTD Return 0.91%
Yield 3.40%
Morningstar Rating
Inception Date Jul 09, 2018

Performance & Risk

YTD Return 0.80%
5y Average Return 1.92%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.07
Morningstar Risk Rating

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