Six Circles Tax Aware Ultra Short Duration Fund (CUTAX) Alternatives
Six Circles Tax Aware Ultra Short Duration Fund (CUTAX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CUTAX. 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 CUTAX
CUTAX charges 0.15% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among CUTAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | Feb 2, 2021 | CUTAX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | Jul 25, 1983 | CUTAX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | Dec 31, 2013 | CUTAX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | Jun 6, 1996 | CUTAX vs DFYGX | |
| Six Circles Ultra Short Duration Fund | 0.18% | Jul 9, 2018 | CUTAX vs CUSDX |
Best Risk-Adjusted Alternatives to CUTAX
Among mutual funds in the Ultrashort Bond 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 | |
|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | Mar 21, 2019 | CUTAX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | Dec 31, 2013 | CUTAX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | 100 | Aug 28, 2018 | CUTAX vs FHQFX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 100 | Dec 3, 2012 | CUTAX vs TRBUX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | Dec 31, 2013 | CUTAX vs BUBIX |
Top Performing CUTAX Alternatives (YTD)
CUTAX alternatives from the Ultrashort Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| DFA Two-Year Government Portfolio | 0.88% | Jun 6, 1996 | CUTAX vs DFYGX | |
| Sterling Capital Ultra Short Bond Fund | 0.83% | Nov 30, 2012 | CUTAX vs BUSIX | |
| DFA One Year Fixed Income Portfolio | 0.81% | Jul 25, 1983 | CUTAX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | 0.76% | Mar 21, 2019 | CUTAX vs NUSIX | |
| Northern Ultra-Short Fixed Income Fund | 0.75% | Jun 18, 2009 | CUTAX vs NUSFX |
Lowest Volatility Alternatives to CUTAX
CUTAX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.55% | Mar 30, 2017 | CUTAX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.65% | Dec 31, 2013 | CUTAX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | 0.65% | Mar 21, 2019 | CUTAX vs NUSIX | |
| DFA One Year Fixed Income Portfolio | 0.72% | Jul 25, 1983 | CUTAX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | Dec 31, 2013 | CUTAX vs BUBIX |
Lowest Drawdown Alternatives to CUTAX
CUTAX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | Dec 2, 2013 | CUTAX vs UGSDX | |
| Tactical Multi-Purpose Fund | 0.00% | Mar 30, 2017 | CUTAX vs TMPFX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | Aug 28, 2018 | CUTAX vs FHQFX | |
| Baird Ultra Short Bond Fund | -0.10% | Dec 31, 2013 | CUTAX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | Mar 21, 2019 | CUTAX vs NUSIX |
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 U.S. Unconstrained Equity Fund | Large Cap Blend Equities | 35 | -9.56% | Jul 9, 2018 | CUTAX vs CUSUX | |
| Six Circles International Unconstrained Equity Fun... | Foreign Large Cap Equities | 57 | -2.74% | Jul 9, 2018 | CUTAX vs CIUEX | |
| Six Circles Managed Equity Portfolio International... | Europe Equities | 66 | -2.21% | Apr 9, 2019 | CUTAX vs CMIUX | |
| Six Circles Tax Aware Bond Fund | Municipal Bonds | 44 | -0.57% | May 18, 2020 | CUTAX vs CBTAX | |
| Six Circles Credit Opportunities Fund | High Yield Bonds | 81 | -1.78% | Nov 22, 2020 | CUTAX vs CRDOX |
Often Compared With CUTAX
What investors most often compare with CUTAX, based on PortfoliosLab usage data.
Compare CUTAX with Any Fund or Stock
Compare CUTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.