Six Circles Managed Fund Quote
| CMEUX Fund | USD 21.52 0.09 0.42% |
Performance16 of 100
| Odds Of DistressLess than 16
|
Six Circles is trading at 21.52 as of the 3rd of December 2024; that is 0.42 percent increase since the beginning of the trading day. The fund's open price was 21.43. Six Circles has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Six Circles Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of December 2022 and ending today, the 3rd of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities issued by U.S. companies and other instruments with economic characteristics similar to equity securities issued by U.S. companies. It may also invest a portion of its assets in securities of real estate investment trusts that own andor manage properties. More on Six Circles Managed
Moving together with Six Mutual Fund
| 0.87 | CUSDX | Six Circles Ultra | PairCorr |
| 0.86 | CUTAX | Six Circles Tax | PairCorr |
| 0.96 | CUSUX | Six Circles Unconstrained | PairCorr |
Moving against Six Mutual Fund
Six Mutual Fund Highlights
| Fund Concentration | Six Circles Funds, Large Blend Funds, Large Blend, Six Circles, Large Growth, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Six Circles Managed [CMEUX] is traded in USA and was established 3rd of December 2024. Six Circles is listed under Six Circles category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Six Circles family. This fund currently has accumulated 1.28 B in assets under management (AUM) with no minimum investment requirementsSix Circles Managed is currently producing year-to-date (YTD) return of 28.02% with the current yeild of 0.01%, while the total return for the last 3 years was 10.26%.
Check Six Circles Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Six Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Six Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Six Circles Managed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Six Circles Managed Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| ATVI | Activision Blizzard | Stock | Communication Services | |
| FDX | FedEx | Stock | Industrials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| KO | The Coca Cola | Stock | Consumer Staples |
Six Circles Managed Risk Profiles
| Mean Deviation | 0.556 | |||
| Semi Deviation | 0.6704 | |||
| Standard Deviation | 0.7734 | |||
| Variance | 0.5981 |
Six Circles Against Markets
Other Information on Investing in Six Mutual Fund
Six Circles financial ratios help investors to determine whether Six Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Six with respect to the benefits of owning Six Circles security.
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