Six Circles Tax Aware Bond Fund
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Rating
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Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Performance
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NAV
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Company Information
Provider
Six Circles
Manager/Tenure
(Years)
(Years)
Stephen J Candido (5), Jeffrey Gaffney (5), Terry J. Goode (5), 13 others
Address
Six Circles Funds
New York NY - 10179
New York NY - 10179
Country
United States
Phone Number
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Investment Strategy
The investment seeks to provide after-tax total return. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings) in fixed income securities and other related instruments with similar economic characteristics. In addition, at least 50% of its assets will be invested in municipal securities, the income from which is exempt from federal income tax. The fund may also invest in taxable fixed income instruments.