Funds - Six Circles Funds
CLOSE

Designed to expand the investment toolkit and to target specific investment drivers

 

FUNDS

The Six Circles Funds are purposefully created to play a specific role in our discretionary portfolios. They are not meant to be standalone funds, but should work in concert with other investments within the diversified portfolios being managed.

The Six Circles Funds complement a traditional portfolio by targeting specific investments designed to increase returns and/or reduce risk in a cost-effective way. This approach allows the investment team to express its insights through targeted views and isolating factors, all while considering the exposures at the aggregate portfolio level.

Below are the mutual funds currently available within the Six Circles suite. Over time, we expect this suite to expand.

Bond
Six Circles Ultra Short Duration Fund
Learn more about CUSDX
Six Circles Tax Aware Ultra Short Duration Fund
Learn more about CUTAX
Six Circles Global Bond Fund
Learn more about CGLBX
Six Circles Tax Aware Bond Fund
Learn more about CBTAX
Equity
Six Circles U.S. Unconstrained Equity Fund
Learn more about CUSUX
Six Circles International Unconstrained Equity Fund
Learn more about CIUEX
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
Learn more about CMEUX
Six Circles Managed Equity Portfolio International Unconstrained Fund
Learn more about CMIUX