Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
| Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
| SIX CIRCLES MUL TI-STRATEGY FUND (CALTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SIX CIRCLES TAX AWARE BOND FUND (CBTAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SIX CIRCLES GLOBAL BOND FUND (CGLBX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SIX CIRCLES INTERNATIONAL UNCONSTRAINED (CIUEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SIX CIRCLES MANAGED EQUITY PORTFOLIO U.S (CMEUX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SIX CIRCLES MANAGED EQUITY PORTFOLIO INT (CMIUX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SIX CIRCLES CREDIT OPPORTUNITIES FUND (CRDOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SIX CIRCLES ULTRA SHORT DURATION FUND (CUSDX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SIX CIRCLES US UNCONS TRAINED EQUITY FUN (CUSUX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| SIX CIRCLES TAX AWARE INTERMEDIATE DURAT (CUTAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.