Six Circles Tax Aware Bond (CBTAX) Research
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.
Market snapshot
- Symbol
- CBTAX
- Price
- $9.85
- Day change
- +0.10%
- Market cap
- $17.9B
- 52-week range
- 9.49-9.97
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- DFA Investment Grade I (DFAPX)
- DFA Emerging Markets Value Portfolio (DFEVX)
- DFA U.S. Targeted Value Portfolio (DFFVX)
- DFA International Small Company Portfolio (DFISX)
- DFA US Large Company Portfolio (DFUSX)
- DFA International Small Cap Value Portfolio (DISVX)
- American High-Income Municipal Bond F3 (HIMFX)
- JPMorgan Mid Cap Growth R5 (JMGFX)
Open Six Circles Tax Aware Bond (CBTAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.