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 a closer substitute for your current allocation.
Cheapest Alternatives to CUSUX
CUSUX charges 0.05% annually. There are 20 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | CUSUX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | CUSUX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | CUSUX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | CUSUX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | CUSUX vs SWPPX |
Best Risk-Adjusted Alternatives to CUSUX
CUSUX has a PortfoliosLab risk / return rank of 44. There are 263 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | CUSUX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | CUSUX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | CUSUX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | CUSUX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | CUSUX vs IGIAX |
Top Performing CUSUX Alternatives (YTD)
CUSUX is at 6.57% YTD. There are 294 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | CUSUX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | CUSUX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | CUSUX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | CUSUX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | CUSUX vs FLVCX |
Lowest Volatility Alternatives to CUSUX
CUSUX has 12.72% 1-year volatility. There are 203 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | CUSUX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | CUSUX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | CUSUX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | CUSUX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | CUSUX vs FSUVX |
Lowest Drawdown Alternatives to CUSUX
CUSUX has a 1-year max drawdown of -11.01%. There are 322 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | CUSUX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | CUSUX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | CUSUX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | CUSUX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | CUSUX vs QUERX |
Other Mutual Funds from Six Circles
The 6 most viewed Six Circles mutual funds shown here include CIUEX, CUSDX, CMIUX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Six Circles International Unconstrained Equity Fun... | Foreign Large Cap Equities | 32 | 9.31% | — | Jul 2018 | CUSUX vs CIUEX | |
| Six Circles Ultra Short Duration Fund | Ultrashort Bond | 99 | 1.53% | — | Jul 2018 | CUSUX vs CUSDX | |
| Six Circles Managed Equity Portfolio International... | Europe Equities | 35 | 9.32% | — | Apr 2019 | CUSUX vs CMIUX | |
| Six Circles Tax Aware Bond Fund | Municipal Bonds | 80 | 1.89% | — | May 2020 | CUSUX vs CBTAX | |
| Six Circles Credit Opportunities Fund | High Yield Bonds | 83 | 2.37% | — | Nov 2020 | CUSUX vs CRDOX | |
| Six Circles Tax Aware Ultra Short Duration Fund | Ultrashort Bond | 98 | 1.64% | — | Jul 2018 | CUSUX vs CUTAX |
Often Compared With CUSUX
Investors most often compare CUSUX with VOO, FXAIX, QQQ. These 20 comparison targets span 9 categories, 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.
Pair CUSUX with funds that move differently
Six Circles U.S. Unconstrained Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CUSUX.
Explore CUSUX Diversifiers