Six Circles Financials
| CUTAX Fund | USD 9.94 0.02 0.20% |
Six |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Six Circles Fund Summary
Six Circles competes with New York, One Choice, Voya Index, Neuberger Berman, and Artisan Mid. Under normal circumstances, the fund invests at least 50 percent of its total assets in municipal securities, the income from which is exempt from federal income tax. It also may invest in taxable instruments. While the fund may invest in securities with various maturities, under normal market conditions, it will seek to maintain an average effective portfolio duration of one year or less.Specialization | Ultrashort Bond, Muni National Short |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US83002G2075 |
| Business Address | 23Wall Trust |
| Mutual Fund Family | Six Circles |
| Mutual Fund Category | Ultrashort Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 212 464 2070 |
| Currency | USD - US Dollar |
Six Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Six Circles's current stock value. Our valuation model uses many indicators to compare Six Circles value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Six Circles competition to find correlations between indicators driving Six Circles's intrinsic value. More Info.Six Circles Tax is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 134.27 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Six Circles' earnings, one of the primary drivers of an investment's value.Six Circles February 2, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Six Circles help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Six Circles Tax. We use our internally-developed statistical techniques to arrive at the intrinsic value of Six Circles Tax based on widely used predictive technical indicators. In general, we focus on analyzing Six Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Six Circles's daily price indicators and compare them against related drivers.
| Information Ratio | (0.72) | |||
| Maximum Drawdown | 0.3021 | |||
| Potential Upside | 0.1011 |
Other Information on Investing in Six Mutual Fund
Six Circles financial ratios help investors to determine whether Six Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Six with respect to the benefits of owning Six Circles security.
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