Nasdaq - Delayed Quote
USD
Six Circles U.S. Unconstrained Equity (CUSUX)
20.62
-0.44
(-2.09%)
At close: 8:01:06 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- JPMorgan
- JP MORGAN NO-LOAD TRANSACTION FEE
- LPL Brokerage Availability
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings) in equity securities issued by U.S. companies and other instruments with economic characteristics similar to equity securities issued by U.S. companies. Equity securities include common stock, preferred stock and securities or other instruments whose price is linked to the value of common or preferred stock. The fund may also invest a portion of its assets in securities of real estate investment trusts ("REITs") that own and/or manage properties. It is non-diversified.
Fund Overview
| Category | Large Blend |
| Fund Family | Six Circles |
| Net Assets | 37.2B |
| YTD Return | 9.88% |
| Yield | 0.89% |
| Morningstar Rating | |
| Inception Date | Jul 09, 2018 |
Performance & Risk
| YTD Return | 10.67% |
| 5y Average Return | 11.52% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
