Six Circles Tax Aware Ult Shr Dur's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers. The strategy changed its peer group last September, moving to the Ultrashort Bond Morningstar Category from the Muni National Short category.
NAV / 1-Day Return
9.83 / 0.00
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Credit Quality / Interest Rate Sensitivity—
Min. Initial Investment
Morningstar’s Analysis CUTAX
Will CUTAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.