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 427 positions across sectors including Financials, Utilities, Industrials. Inception date: 2018-07-09.

CUTAX performance shows a YTD return of 0.50%. The 1-year return is 1.92% and the 5-year return is 2.27%. CUTAX dividend yield stands at 2.78%, paid monthly.

CUTAX top holdings include Fswp: Ois Recfix USD 3.16% 06-20-23/06-20-28 Lch (15.3%), Orlando Fla Utils Commn Util S 3.14% Oct 01, 2033 (2.6%), Rochester Minn Health Care Facs Rev 4.100 11/15/2038 (2.4%), New York City Transitional Finance Authority 5 2027-11-01 (2.3%), Chelan Cnty Wa Public Utilitydist 1 (1.8%). 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.