About CUSUX
Six Circles U.S. Unconstrained Equity Fund is a mutual fund designed to provide capital appreciation by investing primarily in equity securities of U.S. companies. The fund operates without constraints regarding market capitalization, investment style, or industry sector, allowing its managers flexibility to pursue opportunities across the entire U.S. equity landscape. It holds a diversified portfolio, with a significant portion invested in large-cap companies and a notable concentration in sectors such as information technology, financials, healthcare, consumer discretionary, and communication services.
The top holdings include major corporations like Microsoft, Amazon, NVIDIA, Apple, and Meta Platforms, reflecting an orientation toward leading growth-oriented firms. The fund is recognized for its low cost, featuring an expense ratio among the lowest in its peer group, and does not require a minimum investment, making it accessible to a broad range of investors. It distributes income annually, with a record of both dividend and capital gain payouts.
Managed by an experienced team, the fund plays a role in providing broad, unconstrained U.S. equity exposure within diversified investment programs, particularly those administered by JPMorgan Chase Bank and its affiliates.
Fund Family Six Circles
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol CUSUX
CUSUX had a total return of 17.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.71%.
