Six Circles Tax Aware Bond (CBTAX)
CBTAX Price Chart
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CBTAX Fund Profile
Key details and information about Six Circles Tax Aware Bond (CBTAX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
19 May 2020
Country
US
Description
Under normal operating conditions, this fund is committed to investing at least 80% of its total net assets (including any borrowed capital) in a range of fixed-income securities and other debt-like instruments that offer comparable economic characteristics. A significant portion, specifically a minimum of 50% of its holdings, will be allocated to municipal securities, generating income that is exempt from federal income tax. The fund also retains the flexibility to invest in fixed-income instruments where the income is subject to taxation.
CBTAX Fund Performance
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