Six Circles is trading at 13.33 as of the 22nd of November 2024; that is 0.3 percent decrease since the beginning of the trading day. The fund's open price was 13.37. Six Circles has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Six Circles Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of November 2023 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities and other instruments with economic characteristics similar to equity securities. It may also invest in companies in emerging markets or developing countries, U.S. More on Six Circles Managed
Six Circles Managed [CMIUX] is traded in USA and was established 22nd of November 2024. Six Circles is listed under Six Circles category by Fama And French industry classification. The fund is listed under Europe Stock category and is part of Six Circles family. This fund currently has accumulated 748.32 M in assets under management (AUM) with no minimum investment requirementsSix Circles Managed is currently producing year-to-date (YTD) return of 3.02% with the current yeild of 0.02%, while the total return for the last 3 years was 2.73%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Six Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Six Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Six Circles Managed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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.