CUTAX Mutual Fund
CUTAX Mutual Fund
CUTAX Mutual Fund
Six Circles Tax Aware Intermediate Duration Fund
CUTAX Mutual Fund Overview
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 2.23%. CUTAX dividend yield stands at 3.05%, paid monthly.
CUTAX top holdings include Future Contract On Us 2Yr Note (Cbt) Jun26 0.00000000 (12.9%), Rc R/P Bnp Pa 3.720% 04/01/26 3.72000000 (3.3%), Orlando Fla Utils Commn Util S 3.14% Oct 01, 2033 (3.0%), Future Contract On 3Mo EURo EURibor Dec26 /EUR/ 0.00000000 (2.9%), Future Contract On Ice 3Mth Sonia Fu Dec26 /GBP/ 0.00000000 (2.9%). 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.