CUTAX Mutual Fund

CUTAX Mutual Fund (Six Circles Tax Aware Intermediate Duration Fund) is managed by Six Circles Funds with $682.3M in net assets. CUTAX expense ratio is 0.18%, holding 388 positions across sectors including Financials, Industrials, Utilities. Inception date: 2018-07-09.

CUTAX performance shows a YTD return of 0.66%. The 1-year return is 1.71% and the 5-year return is 2.30%. CUTAX dividend yield stands at 3.05%, paid monthly.

CUTAX top holdings include Treasury Bill Sep 03, 2026 (3.0%), Treasury Note (Old) 45/31/2028 (1.7%), Treasury Bill 0.0 24-September-2026 (1.5%), Tohopekaliga Water Authority 5 10/01/2030 (1.4%), Black Belt Energy Gas Dist Al 5.25%, Due 06/01/2036 (1.3%). Go to all CUTAX holdings, CUTAX sectors, or CUTAX dividends.

CUTAX can be compared against other funds. Use CUTAX overlap to find shared positions, or CUTAX vs another fund for a side-by-side view. CUTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.