CUSUX Six Circles U.S. Unconstrained Equity Fund

This is an open ended mutual fund. The investment seeks to provide capital appreciation. 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.

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As of 08/14/2022


Mutual Fund Information
Sponsor:     Six Circles Trust
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     07/09/2018
Market cap:     $10,800,000,000
Current yield:     0.00%
Fees:     0.0800%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
Investment style: Actively managed

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