Six Circles Mutual Funds List
Here you can find all mutual funds issued by Six Circles and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 0.15%
- Avg. 1 Year Return
- 13.13%
- Avg. 5 Year Return
- 6.04%
- Median Risk/Return Score
- 77 / 100
Six Circles Mutual Funds List
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| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Six Circles U.S. Unconstrained Equity Fund | Large Cap Blend Equities | Jul 9, 2018 | 0.05% | 8.88% | — | 8.43% | 58 |
Explore top Six Circles Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Six Circles Mutual funds by Risk/Return Score
The top Six Circles Mutual funds by PortfoliosLab Risk/Return Score are CUSDX (99) and CUTAX (98).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Six Circles Ultra Short Duration Fund | 99 | — | Jul 2018 | |
| Six Circles Tax Aware Ultra Short Duration Fund | 98 | — | Jul 2018 | |
| Six Circles Credit Opportunities Fund | 83 | — | Nov 2020 | |
| Six Circles Tax Aware Bond Fund | 77 | — | May 2020 | |
| Six Circles U.S. Unconstrained Equity Fund | 58 | — | Jul 2018 |
Best-Performing Six Circles Mutual funds Over 5 Years
The top Six Circles Mutual funds is CUSUX (13.30%).
Across the lineup, Six Circles Mutual funds show an average 1-year return of 13.13% and an average 5-year return of 6.04%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Six Circles U.S. Unconstrained Equity Fund | 13.30% | — | Jul 2018 | |
| Six Circles Managed Equity Portfolio International... | 9.96% | — | Apr 2019 | |
| Six Circles International Unconstrained Equity Fun... | 9.11% | — | Jul 2018 | |
| Six Circles Credit Opportunities Fund | 3.25% | — | Nov 2020 | |
| Six Circles Ultra Short Duration Fund | 3.01% | — | Jul 2018 |
Lowest-Cost Six Circles Mutual funds
The top Six Circles Mutual funds is CUSUX (0.05%).
With an average expense ratio of 0.15%, Six Circles Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Six Circles U.S. Unconstrained Equity Fund | 0.05% | — | Jul 2018 | |
| Six Circles International Unconstrained Equity Fun... | 0.10% | — | Jul 2018 | |
| Six Circles Managed Equity Portfolio International... | 0.13% | — | Apr 2019 | |
| Six Circles Tax Aware Bond Fund | 0.14% | — | May 2020 | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 |
Highest-Yield Six Circles Mutual funds
The top Six Circles Mutual funds is CUSUX (8.43%).
Across the lineup, Six Circles Mutual funds show an average dividend yield of 4.45%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Six Circles U.S. Unconstrained Equity Fund | 8.43% | — | Jul 2018 | |
| Six Circles Credit Opportunities Fund | 6.62% | — | Nov 2020 | |
| Six Circles Ultra Short Duration Fund | 4.15% | — | Jul 2018 | |
| Six Circles Tax Aware Bond Fund | 3.54% | — | May 2020 | |
| Six Circles Tax Aware Ultra Short Duration Fund | 3.07% | — | Jul 2018 |
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