Six Circles Unconstrained Fund Quote
| CUSUX Fund | USD 17.19 0.31 1.84% |
PerformanceVery Weak
| Odds Of DistressLow
|
Six Circles is trading at 17.19 as of the 24th of March 2025; that is 1.84 percent increase since the beginning of the trading day. The fund's open price was 16.88. Six Circles has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. 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. Equity securities include common stock, preferred stock and securities or other instruments whose price is linked to the value of common or preferred stock. More on Six Circles Unconstrained
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Six Mutual Fund Highlights
| Fund Concentration | Six Circles Funds, Large Blend Funds, Large Blend, Six Circles, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Six Circles Unconstrained [CUSUX] is traded in USA and was established 24th of March 2025. 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 9.58 B in assets under management (AUM) with no minimum investment requirementsSix Circles Unconstrained is currently producing year-to-date (YTD) return of 0.11% with the current yeild of 0.01%, while the total return for the last 3 years was 9.94%.
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 Unconstrained 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 Unconstrained Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| 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 | |
| MRK | Merck Company | Stock | Health Care |
Six Circles Unconstrained Risk Profiles
| Mean Deviation | 0.7911 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 | |||
| Risk Adjusted Performance | (0.07) |
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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