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Six Circles Tax Aware Ult Shr Dur CUTAX

Quantitative rating as of
NAV / 1-Day Return
9.83  /  0.00
Total Assets
566.9 Mil
Adj. Expense Ratio
0.150%
Expense Ratio
0.150%
Distribution Fee Level
Low
Share Class Type
No Load
Category
Ultrashort Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
0
Status
Open
TTM Yield
0.42%
Effective Duration

Morningstar’s Analysis CUTAX

Will CUTAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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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.

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