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Name

As of 11/20/2024

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Six Circles Tax Aware Bond Fund

CBTAX | Fund

$9.84

$10.2 B

3.37%

$0.33

0.28%

Vitals

YTD Return

2.6%

1 yr return

6.6%

3 Yr Avg Return

0.4%

5 Yr Avg Return

N/A

Net Assets

$10.2 B

Holdings in Top 10

2.8%

52 WEEK LOW AND HIGH

$9.9
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 0.28%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 13.54%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$0

IRA

N/A

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of 11/20/2024

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Six Circles Tax Aware Bond Fund

CBTAX | Fund

$9.84

$10.2 B

3.37%

$0.33

0.28%

CBTAX - Profile

Distributions

  • YTD Total Return 2.6%
  • 3 Yr Annualized Total Return 0.4%
  • 5 Yr Annualized Total Return N/A
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 1.04%
DIVIDENDS
  • Dividend Yield 3.4%
  • Dividend Distribution Frequency Monthly

Fund Details

  • Legal Name
    Six Circles Tax Aware Bond Fund
  • Fund Family Name
    Six Circles Funds
  • Inception Date
    May 19, 2020
  • Shares Outstanding
    N/A
  • Share Class
    Other
  • Currency
    USD
  • Domiciled Country
    US
  • Manager
    Robert Miller

Fund Description

The Fund is designed to provide after‑tax total return by actively investing mainly in fixed income securities of varying maturities. The Fund’s portfolio consists of a variety of strategies providing exposure across mainly municipal bonds with varying maturity ranges and other characteristics.
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 the Fund’s assets will be invested in municipal securities, the income from which is exempt from federal income tax. The Fund will provide shareholders with at least 60 days’ prior notice of any change to these investment policies. Municipal securities are securities issued by or on behalf of states, territories and possessions of the United States, including the District of Columbia, and their respective authorities, political subdivisions, agencies and instrumentalities and other groups with the authority to act for the municipalities, the interest on which, if any, is exempt from federal income tax but may be subject to the federal alternative minimum tax for individuals. Municipal securities may have fixed, variable or floating interest rates and may include, but are not limited to, variable rate demand obligations, short-term municipal notes, municipal bonds, tax exempt commercial paper, zero‑coupon securities, private activity and industrial development bonds, tax anticipation notes, participations in
pools of municipal securities, municipal mortgage-backed and asset-backed securities, auction rate securities and restricted securities. Municipal securities may also include instruments evidencing direct ownership of interest payments or principal payments, or both, on municipal securities, such as tender option bonds and participation interests in all or part of specific holdings of municipal obligations, provided that the applicable issuer has disclosed or otherwise confirmed that the interest payable on the securities is exempt from federal income tax. Additionally, municipal securities include all other instruments that directly or indirectly provide economic exposure to income which is derived from municipalities. While the Fund intends to generate tax‑exempt income through its municipal securities investments, it may generate taxable income and gains through investments in non‑tax exempt securities and through sales of both tax‑exempt and non‑tax exempt securities. The Fund may also invest in taxable fixed income instruments.
For purposes of the 80% investment policy, the Fund will treat an investment in derivatives as an investment in the securities underlying such derivatives and will value such derivatives at market value.
The Fund may also invest in corporate and other taxable bonds, debt securities and similar instruments issued by various public- or private-sector entities in the United States and its territories and possessions, including U.S. Treasuries, as well as securities issued by investment companies, including open‑end, closed‑end and exchange-traded funds, and other pooled investment vehicles, which may include private funds.
The Fund has broad flexibility to invest in a wide variety of debt securities and instruments of any maturity and will not be managed to a target duration or average weighted maturity.
Most of the Fund’s investments will be investment grade at the time of investment, although the Fund may invest up to 20% of its total assets in securities that are rated below investment grade (commonly known as “high yield securities” or “junk bonds”). The Fund’s investment grade investments will at the time of investment: (i) carry a long-term rating of Baa3, BBB– or BBB– or higher by any of Moody’s Investors Service Inc. (“Moody’s”), Standard & Poor’s Corporation (“S&P”) and Fitch Ratings (“Fitch”), or the equivalent by another nationally recognized statistical rating organization (“NRSRO”); (ii) carry a short-term rating of P‑2, A‑2 or F2 or higher by any of Moody’s, S&P and Fitch, respectively, or the equivalent by another NRSRO; or (iii) if such investments are unrated, deemed by a Sub‑Adviser (as defined below) to be of comparable quality at the time of investment. Below investment grade securities generally offer a higher yield than investment grade securities, but involve a high degree of risk. A security’s quality is determined at the time of purchase and securities that are rated investment grade or the unrated equivalent may be
downgraded or decline in credit quality such that subsequently they would be deemed to be below investment grade.
The Fund has flexibility to invest in derivatives and may use such instruments to manage duration and credit quality and/or as substitutes for securities and other instruments in which the Fund can invest. A derivative is an instrument that has a value based on another instrument, exchange rate or index. The Fund may use futures, swaps, forward contracts, and options, as well as repurchase agreements and reverse repurchase agreements, in connection with its principal strategies in certain market conditions in order to hedge various investments, for risk management purposes, as a substitute for securities and other instruments in which the Fund can invest or to increase income or gain to the Fund.
While the Fund intends to generate tax‑exempt income through its municipal securities investments, it will generate taxable income and gains through investments in non‑tax exempt securities and through sales of both tax‑exempt and non‑tax exempt securities. Also, although interest on municipal securities is exempt from federal income tax, interest on certain bonds may be subject to the federal alternative minimum tax for individuals.
The Fund will likely engage in active and frequent trading. The frequency with which the Fund buys and sells securities will vary from year to year, depending on market conditions.
J.P. Morgan Private Investments Inc., the Fund’s investment adviser (“JPMPI” or the “Adviser”) constructs the Fund’s portfolio by allocating the Fund’s assets among fixed income exposures and investment strategies managed by one or more sub‑advisers retained by the Adviser (each, a “Sub‑Adviser”). In allocating the assets of the Fund, the Adviser will generally make strategic and tactical allocation decisions by directing shifts in allocations among the various fixed income exposures and investment strategies managed by the Sub‑Advisers that target risk and investment exposures primarily across U.S. municipal fixed income maturity ranges. The Adviser will periodically review and determine the allocations among the fixed income exposures and investment strategies and may make changes to these allocations when it believes it is beneficial to the Fund. The Adviser may, in its discretion, add to, delete from or modify the categories of fixed income exposures and investment strategies employed by the Fund, or add other fixed income exposures and investment strategies, including active strategies, managed by the Sub‑Advisers. In making allocations among such fixed income exposures and investment strategies and/or in changing the categories of fixed income exposures and investment strategies employed by the Fund, the Adviser expects to take into account the investment goals of the broader investment programs administered by the Adviser or its affiliates, for whose use the
Fund is exclusively designed. As such, the Fund may perform differently from a similar fund that is managed without regard to such broader investment programs.
Each Sub‑Adviser may use both its own proprietary and external research and securities selection process to manage its allocated portion of the Fund’s assets. The Adviser is responsible for determining the amount of Fund assets allocated to each Sub‑Adviser. The Adviser is not required to allocate a minimum amount of Fund assets to any specific Sub‑Adviser and may allocate, or re-allocate, zero Fund assets to a specific Sub-Adviser at any time. The Adviser engages the following Sub-Advisers: Capital International, Inc. (“Capital”), Nuveen Asset Management, LLC (“Nuveen”), Allspring Global Investments, LLC (“Allspring”) and BlackRock Investment Management, LLC (“BlackRock”). The Adviser may adjust allocations to the Sub‑Advisers at any time or make recommendations to the Board of Trustees of the Six Circles Trust (the “Board”) with respect to the hiring, termination or replacement of a Sub‑Adviser. As such, the identity of the Fund’s Sub‑Advisers, the investment strategies they pursue and the portion of the Fund allocated to them, may change over time. For example, due to market conditions, the Adviser may choose not to allocate Fund assets to a Sub‑Adviser or may reduce the portion of the Fund allocated to a Sub‑Adviser to zero. Each Sub‑Adviser is responsible for deciding which securities to purchase and sell for its respective portion of the Fund and for placing orders for the Fund’s transactions. However, the Adviser reserves the right to instruct Sub‑Advisers as needed on certain Fund transactions and manage a portion of the Fund’s portfolio directly, including without limitation, for portfolio hedging, to temporarily adjust the Fund’s overall market exposure or to temporarily manage assets as a result of a Sub‑Adviser’s resignation or removal.
The Sub‑Advisers may invest the Fund’s assets among a range of issuers based on strategic positioning and other tactical considerations that focus on factors expected to impact returns. The Sub‑Advisers typically select individual securities after performing a risk/reward analysis that includes an evaluation of their characteristics including income, interest rate risk, credit risk and the complex legal and technical structure of the securities. The Fund expects that, when making allocation and investment decisions for the Fund, the Adviser and Sub‑Advisers may take into account tax treatment as one of a number of factors relevant to the decision. In making such a decision, the Adviser and Sub‑Advisers may determine that other factors are more important than tax treatment and thus cause the Fund to invest in investments that are not tax exempt. Below is a summary of each current Sub‑Adviser’s investment approach.
Capital
With respect to its allocated portion of the Fund, Capital will use an approach that seeks to achieve and/or enhance the performance of various segments of one or more public U.S. municipal bond indexes. These segments, which are selected by the Adviser to implement the Adviser’s on‑going strategic and tactical investment decisions for the Fund, represent different maturity components of the U.S. municipal bond universe. Capital will reallocate among segments as instructed by the Adviser.
Nuveen
With respect to its allocated portion of the Fund, Nuveen will normally invest substantially all of the net assets allocated to it in municipal bonds that provide income exempt from federal personal income tax and seek to generate returns by actively managing the portfolio.
Allspring
With respect to its allocated portion of the Fund, Allspring will normally invest substantially all of the net assets allocated to it in municipal bonds that provide income exempt from federal personal income tax and seek to generate returns by actively managing the portfolio.
BlackRock
With respect to its allocated portion of the Fund, BlackRock will invest primarily in U.S. Treasuries and government agency bonds. Securities are purchased for the Fund when BlackRock determines that they have the potential to mitigate tracking error versus the Fund’s benchmark.
Read More

CBTAX - Performance

Return Ranking - Trailing

Period CBTAX Return Category Return Low Category Return High Rank in Category (%)
YTD 2.6% -4.6% 33.0% 33.38%
1 Yr 6.6% -0.1% 38.0% 41.04%
3 Yr 0.4%* -10.8% 3.4% 14.31%
5 Yr N/A* -6.7% 1104.0% N/A
10 Yr N/A* -0.9% 248.8% N/A

* Annualized

Return Ranking - Calendar

Period CBTAX Return Category Return Low Category Return High Rank in Category (%)
2023 3.5% -1.4% 41.0% 22.91%
2022 -8.9% -39.7% 0.3% 26.42%
2021 0.0% -5.6% 6.9% 29.74%
2020 N/A -2.6% 310.0% N/A
2019 N/A 0.0% 26.0% N/A

Total Return Ranking - Trailing

Period CBTAX Return Category Return Low Category Return High Rank in Category (%)
YTD 2.6% -4.6% 33.0% 33.38%
1 Yr 6.6% -0.1% 38.0% 41.04%
3 Yr 0.4%* -10.8% 3.4% 14.31%
5 Yr N/A* -6.7% 1104.0% N/A
10 Yr N/A* -0.9% 248.8% N/A

* Annualized

Total Return Ranking - Calendar

Period CBTAX Return Category Return Low Category Return High Rank in Category (%)
2023 6.4% -1.3% 41.0% 32.13%
2022 -7.5% -39.7% 1.1% 30.89%
2021 0.9% -4.8% 23761504.0% 68.28%
2020 N/A -1.5% 17057.9% N/A
2019 N/A 0.2% 3514.6% N/A

NAV & Total Return History

CBTAX - Holdings

Concentration Analysis

CBTAX Category Low Category High CBTAX % Rank
Net Assets 10.2 B 3.22 M 71.9 B 2.27%
Number of Holdings 3675 4 13418 1.73%
Net Assets in Top 10 283 M -317 M 3.09 B 13.59%
Weighting of Top 10 2.77% 1.8% 100.3% 99.80%

Top 10 Holdings

  1. TENDER OPTION BOND TRUST RECEI REGD V/R B/E 3.95000000 0.38%
  2. NEW YORK NY REGD B/E 5.25000000 0.33%
  3. MAIN STREET NATURAL GAS INC GA REGD V/R B/E 4.00000000 0.31%
  4. TRIBOROUGH NY BRIDGE TUNNEL REGD B/E 5.25000000 0.28%
  5. NEW YORK ST URBAN DEV CORP REV REGD B/E 5.00000000 0.27%
  6. KENTUCKY ST PUBLIC ENERGY AUTH REGD V/R B/E 5.25000000 0.26%
  7. TRIBOROUGH NY BRIDGE TUNNEL REGD B/E 5.25000000 0.26%
  8. TEXAS ST PRIV ACTIVITY BOND SU REGD B/E AMT 5.00000000 0.25%
  9. BLACK BELT ENERGY GAS DIST AL REGD V/R B/E 4.00000000 0.23%
  10. PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 0.22%

Asset Allocation

Weighting Return Low Return High CBTAX % Rank
Bonds 		98.60% 0.00% 150.86% 58.39%
Cash 		1.40% -50.86% 44.62% 41.31%
Stocks 		0.00% 0.00% 99.78% 73.37%
Preferred Stocks 		0.00% 0.00% 0.07% 70.09%
Other 		0.00% -3.69% 51.88% 70.75%
Convertible Bonds 		0.00% 0.00% 0.93% 69.70%

Bond Sector Breakdown

Weighting Return Low Return High CBTAX % Rank
Municipal 		91.44% 44.39% 100.00% 91.51%
Cash & Equivalents 		0.19% 0.00% 44.41% 46.84%
Government 		0.15% 0.00% 52.02% 4.28%
Corporate 		0.01% 0.00% 9.41% 18.93%
Derivative 		0.00% -3.69% 51.88% 68.95%
Securitized 		0.00% 0.00% 5.93% 70.43%

Bond Geographic Breakdown

Weighting Return Low Return High CBTAX % Rank
US 		98.60% 0.00% 142.23% 56.03%
Non US 		0.00% 0.00% 23.89% 72.09%

CBTAX - Expenses

Operational Fees

CBTAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.28% 0.01% 8.02% 95.07%
Management Fee 0.25% 0.00% 1.20% 10.72%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee 0.01% 0.01% 0.44% 0.41%

Sales Fees

CBTAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.50% 4.75% N/A
Deferred Load N/A 0.25% 5.00% N/A

Trading Fees

CBTAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 1.00% 1.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

CBTAX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 13.54% 0.00% 283.00% 36.38%

CBTAX - Distributions

Dividend Yield Analysis

CBTAX Category Low Category High CBTAX % Rank
Dividend Yield 3.37% 0.00% 14.51% 46.21%

Dividend Distribution Analysis

CBTAX Category Low Category High Category Mod
Dividend Distribution Frequency Monthly Monthly Monthly Monthly

Net Income Ratio Analysis

CBTAX Category Low Category High CBTAX % Rank
Net Income Ratio 1.04% -0.53% 5.33% 85.77%

Capital Gain Distribution Analysis

CBTAX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Distributions History

View More +

CBTAX - Fund Manager Analysis

Managers

Robert Miller

Start Date

Tenure

Tenure Rank

May 19, 2020

2.03

2.0%

Robert Miller is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments, where he manages mutual funds and separate accounts. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Robert worked for American Century Investments, where he was part of a team managing the firm’s municipal bond portfolios. Robert had direct responsibility for the firm’s national intermediate- and long-term investment-grade strategies. In addition, he managed several other state-specific funds for the firm. Robert also served as a member of its analytical team. Earlier, Robert was a municipal bond analyst with Moody’s Investors Service, where he served as an analyst in the States and High Profile Ratings Group as well as the Airport Credit Group, the Southeast Regional Ratings Group, and the Mid-Atlantic Regional Ratings Group. He also founded a small venture capital firm and served as a consultant with Black and Veatch and KPMG Peat Marwick, where he specialized in conducting financial feasibility studies in support of large infrastructure projects. Robert earned a bachelor’s degree in business administration with an emphasis in finance from San Jose State University and a master’s degree in business administration from the Leonard N. Stern School of Business at New York University.

Terry Goode

Start Date

Tenure

Tenure Rank

May 19, 2020

2.03

2.0%

Terry Goode is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments. He is responsible for managing national and state-specific mutual funds, insurance accounts, and separate accounts. Terry joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before this, he served as head of the WFAM Tax-Exempt Research team, leading the group responsible for providing credit research to the Municipal Fixed Income team. Prior to joining WFAM, Terry performed similar research duties and provided bond ratings as a director at Standard & Poor’s Credit Market Services. He held a similar position with Wells Fargo Bank’s health care division. Terry earned a bachelor’s degree in economics from the University of California, Los Angeles, and a master’s degree in business administration with an emphasis in finance and investment strategy from the Haas School of Business at the University of California, Berkeley. Terry is a member of the National Federation of Municipal Analysts and the Society of Municipal Analysts and served as former chair and member of the California Society of Municipal Analysts.

Jeffrey Gaffney

Start Date

Tenure

Tenure Rank

May 19, 2020

2.03

2.0%

Mr. Gaffney is an Executive Director and the Head of Multi-Asset Portfolio Management–Americas for J.P. Morgan Private Bank, based in New York. He is responsible for constructing efficient multi-asset class portfolios for clients across the spectrum of investment objectives, risk tolerances, and liquidity constraints. Mr. Gaffney has been with J.P. Morgan since 2009, and has been a member of the Private Bank CIO Team since 2011. He chairs the WM U.S. Investment Committee and is a member of the Global Investment Committee. In addition, Mr. Gaffney serves as a portfolio manager for several J.P. Morgan asset allocation strategies. Mr. Gaffney holds a Bachelor of Science in Engineering degree from Princeton University in Operations Research and Financial Engineering. He also holds a Masters of Business Administration from Yale University with an emphasis in Finance.

Stephen Candido

Start Date

Tenure

Tenure Rank

May 19, 2020

2.03

2.0%

Stephen J. Candido, CFA, is Vice President, Portfolio Manager and Senior Research Analyst at Nuveen Asset Management, LLC. Mr. Candido is a portfolio manager and senior research analyst for the Municipal Fixed Income Team, responsible for conducting fundamental credit analysis and contributing to relative value assessments with portfolio managers and traders, primarily for high yield strategies. He specializes in covering land secured credits, including special assessment districts, tax increment financings, and project finance. In addition, he is assigned to the student loan and housing sectors, including student housing. Mr. Candido started working in the financial services industry in 1996 when he joined the firm in the Unit Trust Division. Prior to his current role on the research team, he was an assistant vice president for Nuveen’s Global Structured Products team beginning in 2005. He also served as the manager of the Fixed Income Unit Trust Product Management and Pricing Group starting in 2001 and prior to that held positions as an equity research analyst and fixed income pricing analyst. Mr. Candido earned a B.S. in finance from Miami University in Ohio and an M.B.A. in finance with honors as a member of Beta Gamma Sigma from the University of Illinois-Chicago. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.

Mark Marinella

Start Date

Tenure

Tenure Rank

May 19, 2020

2.03

2.0%

Mark Marinella is a fixed income portfolio manager at Capital Group. He has 31 years of investment industry experience and has been with Capital Group for four years. Earlier in his career at Capital, he was head of the Investment Resources Group as well as a senior manager in fixed income. Prior to joining Capital, Mark was a global chief investment officer for fixed income and currencies at State Street Global Advisors. He holds an MBA from Boston College and a bachelor’s degree in economics from the University of Massachusetts. He also holds the Chartered Financial Analyst® designation. Mark is based in Los Angeles.

Chad Rach

Start Date

Tenure

Tenure Rank

May 19, 2020

2.03

2.0%

Primary title with Capital Research and Management Company, Senior Vice President and Capital Fixed Income Investors. Rach is a portfolio manager with Strong, where he started in March 2000 as a fixed income analyst. Prior to this, he was assistant vice president with both Robert W. Baird & Co. and Miller & Schroeder Financial. He also worked as Director of Community Development for the city of Glendale, WI.

Karl Zeile

Start Date

Tenure

Tenure Rank

May 19, 2020

2.03

2.0%

Zeile has been employed by Capital and its affiliates since 1999.

Aaron Applebaum

Start Date

Tenure

Tenure Rank

May 19, 2020

2.03

2.0%

Mr. Applebaum is a fixed income portfolio manager at Capital Group. He also serves on the Fixed Income Investment Committee. He has 19 years of investment experience and has been with Capital Group for 12 years

Nicholos Venditti

Start Date

Tenure

Tenure Rank

Aug 31, 2020

1.75

1.8%

Nicholos Venditti is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before joining WFAM, he was with Thornburg Investment Management as a portfolio manager and head of the municipal bond group. Earlier positions there include serving as a portfolio manager on seven mutual funds and separately managed accounts with total assets of approximately $10 billion. Prior to Thornburg, Nicholos held a variety of roles focused on municipal credit analysis at Financial Security Assurance/Assured Guaranty, where he began his investment industry career in 2007. He earned a bachelor’s degree in theoretical economics from Trinity University; a master’s degree in applied economics from the University of North Carolina, Greensboro, where he also served as an adjunct professor; and a master’s degree in finance from Syracuse University. He has earned the right to use the Chartered Financial Analyst® (CFA) designation.

Scott Radell

Start Date

Tenure

Tenure Rank

Nov 30, 2021

0.5

0.5%

Scott Radell has been employed as managing director and portfolio manager with BlackRock Investment Management LLC and BlackRock Financial Advisers (formerly, Barclays Global Fund Advisors) and its predecessors since 2009. Mr. Radell served as a portfolio manager at Barclays Global Fund Advisors and its affiliates since 2004. Radell was a credit strategist from 2003 to 2004 before becoming a CoreAlpha Bond Portfolio Manager and prior to that he was employed by Morgan Stanley Asset Management as a credit analyst from 1996 to 2003.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.08 35.05 7.35 1.58

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