Six Circles U.S. Unconstrained Equity Fund (CUSUX) Alternatives
Six Circles U.S. Unconstrained Equity Fund (CUSUX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CUSUX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CUSUX
CUSUX charges 0.05% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among CUSUX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | CUSUX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | CUSUX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | CUSUX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | CUSUX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | CUSUX vs SSSYX |
Best Risk-Adjusted Alternatives to CUSUX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | CUSUX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | CUSUX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | CUSUX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | CUSUX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | CUSUX vs DHAMX |
Top Performing CUSUX Alternatives (YTD)
CUSUX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | CUSUX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | CUSUX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | CUSUX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | CUSUX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | CUSUX vs RCKSX |
Lowest Volatility Alternatives to CUSUX
CUSUX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | CUSUX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | CUSUX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | CUSUX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | CUSUX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | CUSUX vs QUERX |
Lowest Drawdown Alternatives to CUSUX
CUSUX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | CUSUX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | CUSUX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | CUSUX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | CUSUX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | CUSUX vs GQEIX |
Other Mutual Funds from Six Circles
Most popular Six Circles mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Six Circles International Unconstrained Equity Fun... | Foreign Large Cap Equities | 57 | -2.74% | Jul 9, 2018 | CUSUX vs CIUEX | |
| Six Circles Managed Equity Portfolio International... | Europe Equities | 66 | -2.21% | Apr 9, 2019 | CUSUX vs CMIUX | |
| Six Circles Ultra Short Duration Fund | Ultrashort Bond | 99 | 0.25% | Jul 9, 2018 | CUSUX vs CUSDX | |
| Six Circles Tax Aware Bond Fund | Municipal Bonds | 44 | -0.57% | May 18, 2020 | CUSUX vs CBTAX | |
| Six Circles Tax Aware Ultra Short Duration Fund | Ultrashort Bond | 99 | 0.18% | Jul 8, 2018 | CUSUX vs CUTAX | |
| Six Circles Credit Opportunities Fund | High Yield Bonds | 81 | -1.78% | Nov 22, 2020 | CUSUX vs CRDOX |
Often Compared With CUSUX
What investors most often compare with CUSUX, based on PortfoliosLab usage data.
Compare CUSUX with Any Fund or Stock
Compare CUSUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.