About CMEUX
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund is an actively managed mutual fund focused on U.S. equities. Its primary objective is to seek capital appreciation by investing at least 80% of its net assets in equity securities issued by U.S. companies and other instruments with similar economic characteristics. Distinctive for its "unconstrained" mandate, the fund is not limited by company size, investment style, or sector, allowing it the flexibility to adapt its portfolio composition according to market conditions and opportunities. Managed by J.P. Morgan Private Investments Inc. with BlackRock as sub-adviser, the fund utilizes a blend of holdings across major sectors, with significant exposure to information technology, consumer discretionary, communication services, and healthcare. As of June 2025, its top holdings include major companies such as Microsoft, NVIDIA, Amazon, Apple, and Meta Platforms, collectively representing over 40% of portfolio assets. The fund is notable for its broad diversification, typically holding several hundred securities, and offers annual dividend payouts. With a competitive expense ratio and a strategy designed for long-term growth, it plays a versatile role in diversified investment portfolios seeking U.S. equity market exposure.
Fund Family Six Circles
Category Large Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CMEUX
CMEUX had a total return of 21.36% in the past year, including dividends.
Since the fund's inception, the average annual return has been 16.75%.
