CALTX Mutual Fund (Six Circles Multi-Strategy Fund) is managed by Six Circles Funds with $950.0M in net assets. CALTX expense ratio is 0.94%, holding 14223 positions across sectors including Other, Financials, Industrials. Inception date: 2024-09-18.

CALTX performance shows a YTD return of 4.33%. The 1-year return is 27.53%. CALTX dividend yield stands at 20.67%, paid annually.

CALTX top holdings include Treasury Bill Apr 30, 2026 (13.5%), Fannie Mae Or Freddie Mac 5.5 05/15/2032 (4.5%), Fannie Mae Pool Mbs 30Yr Tba 6 (3.7%), Fannie Mae Or Freddie Mac (3.6%), Fannie Mae Pool 2052-04-15 (2.4%). View all CALTX holdings, sector breakdown, or dividend history.

CALTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CALTX alternatives are available via the screener, along with tax-loss harvesting opportunities.