CUSUX Mutual Fund
CUSUX Mutual Fund
CUSUX Mutual Fund
Six Circles US Unconstrained Equity Fund
CUSUX Mutual Fund Overview
CUSUX Mutual Fund (Six Circles US Unconstrained Equity Fund) is managed by Six Circles Funds with $15.73B in net assets. CUSUX expense ratio is 0.05%, holding 534 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2018-07-09.
CUSUX performance shows a YTD return of 7.13%. The 1-year return is 17.36% and the 5-year return is 12.03%. CUSUX dividend yield stands at 2.14%, paid annually.
CUSUX top holdings include Nvidia Corp. (6.8%), Microsoft Corp (6.0%), Apple, Inc (5.9%), Amazon.Com Inc (4.1%), Walmart, Inc. (3.8%). Go to all CUSUX holdings, CUSUX sectors, or CUSUX dividends.
CUSUX can be compared against other funds. Use CUSUX overlap to find shared positions, or CUSUX vs another fund for a side-by-side view. CUSUX alternatives are available via the screener, along with tax-loss harvesting opportunities.