CMEUX

Active

Six Circles Managed Equity Portfolio U.S. Unconstrained Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.06%
Annual Cost per $10K
$6.00
30-Year Fee Drag per $10K
$1,270
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+18.17%

Asset Allocation

US Equity
96%
Intl Equity
2%
Real Estate
1%

Fee Comparison

CMEUX
0.06%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

94% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+82.61%3Y
Compare to

Fee Impact Calculator

$
%
CMEUX at 0.06%$374,262
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$6,351
Cost vs index fund−$3,163

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
CMEUXSix Circles Managed Equity Portfolio U.S. Unconstrained Fund0.06%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND0.03%
FXAIXFidelity 500 Index Fund0.01%
IVViShares Core S&P 500 ETF0.03%
VOOVANGUARD 500 INDEX FUND0.03%
SPYSPDR S&P 500 ETF Trust0.09%
VINIXVANGUARD INSTITUTIONAL INDEX FUND$1M min0.03%
QQQInvesco QQQ Trust0.20%
VUGVANGUARD GROWTH INDEX FUND0.04%
FSKAXFidelity Total Market Index Fund0.01%
SWPPXSchwab S&P 500 Index Fund0.02%
IWFiShares Russell 1000 Growth ETF0.18%
VBVANGUARD SMALL-CAP INDEX FUND0.05%
VTVVANGUARD VALUE INDEX FUND0.04%
XLKThe Technology Select Sector SPDR Fund0.08%
VOVANGUARD MID-CAP INDEX FUND0.04%
FCFMXFidelity Series Total Market Index Fund0.00%
VXFVANGUARD EXTENDED MARKET INDEX FUND0.05%
SCHDSchwab U.S. Dividend Equity ETF0.06%
SPYMSPDR(R) Portfolio S&P 500 ETF0.02%
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND0.09%
SCHXSchwab U.S. Large-Cap ETF0.03%
ITOTiShares Core S&P Total U.S. Stock Market ETF0.03%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
XLFThe Financial Select Sector SPDR Fund0.08%
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND0.05%
QUALiShares MSCI USA Quality Factor ETF0.15%
QCGRFXCollege Retirement Equities Fund - Growth Account
VPMAXVANGUARD PRIMECAP FUND0.31%
XLVThe Health Care Select Sector SPDR Fund0.08%
IVWiShares S&P 500 Growth ETF0.18%
SCHBSchwab U.S. Broad Market ETF0.03%
IWBiShares Russell 1000 ETF0.15%
WFSPXiShares S&P 500 Index Fund0.22%
IVEiShares S&P 500 Value ETF0.18%
SCHGSchwab U.S. Large-Cap Growth ETF0.04%
PRUIXT. Rowe Price Equity Index 500 Fund0.05%
RSPInvesco S&P 500 Equal Weight ETF0.20%
IWDiShares Russell 1000 Value ETF0.18%
VNQVANGUARD REAL ESTATE INDEX FUND0.27%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
VBRVANGUARD SMALL-CAP VALUE INDEX FUND0.07%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND0.06%
SPYGSPDR Portfolio S&P 500 Growth ETF0.04%
XLEThe Energy Select Sector SPDR Fund0.08%
DGROiShares Core Dividend Growth ETF0.08%
TEQWXNuveen Equity Index Fund0.05%
FSPGXFidelity Large Cap Growth Index Fund0.03%
QQQMInvesco NASDAQ 100 ETF0.15%
SWTSXSchwab Total Stock Market Index Fund0.03%
VVVANGUARD LARGE-CAP INDEX FUND0.04%
IJHiShares Core S&P Mid-Cap ETF0.05%
SPYVSPDR Portfolio S&P 500 Value ETF0.04%
CUSUXSix Circles U.S. Unconstrained Equity Fund0.05%
IUSViShares Core S&P U.S. Value ETF0.04%
FGCKXFidelity Growth Company Fund0.45%
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND0.07%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
FZROXFidelity ZERO Total Market Index Fund0.00%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
VWNAXVANGUARD WINDSOR II FUND0.23%
XLYThe Consumer Discretionary Select Sector SPDR Fund0.08%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
SNXFXSchwab 1000 Index Fund0.05%
IUSGiShares Core S&P U.S. Growth ETF0.04%
XAOKXVIP Index 500 Portfolio0.09%
DIASPDR Dow Jones Industrial Average0.16%
VONGVANGUARD RUSSELL 1000 GROWTH INDEX FUND0.06%
ACIHXGrowth Fund0.01%
FLCPXFidelity SAI U.S. Large Cap Index Fund0.01%
BBGLXBridge Builder Large Cap Growth Fund0.19%
VITNXVANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND$1M min0.03%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
MTUMiShares MSCI USA Momentum Factor ETF0.15%
FSMDXFidelity Mid Cap Index Fund0.03%
FNDXSchwab Fundamental U.S. Large Company ETF0.25%
FTECFidelity MSCI Information Technology Index ETF0.08%
VOEVANGUARD MID-CAP VALUE INDEX FUND0.07%
XLPThe Consumer Staples Select Sector SPDR Fund0.08%
USPRXVictory 500 Index Fund0.15%
FSAKXStrategic Advisers U.S. Total Stock Fund0.21%
DFUSXU.S. LARGE COMPANY PORTFOLIO0.08%
XLCThe Communication Services Select Sector SPDR Fund0.08%
SPHQInvesco S&P 500 Quality ETF0.15%
GSLCGoldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF0.09%
IWViShares Russell 3000 ETF0.20%
MGKVANGUARD MEGA CAP GROWTH INDEX FUND0.07%
TRFHXT. Rowe Price Retirement 2030 Fund0.40%
VOTVANGUARD MID-CAP GROWTH INDEX FUND0.07%
FSUVXFidelity SAI U.S. Low Volatility Index Fund0.10%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
ESGUiShares ESG Aware MSCI USA ETF0.15%
DFACDimensional U.S. Core Equity 2 ETF0.17%
DYNFiShares U.S. Equity Factor Rotation Active ETF0.26%
SCHASchwab U.S. Small-Cap ETF0.04%
MFEKXMFS Growth Fund0.49%
USMViShares MSCI USA Min Vol Factor ETF0.15%
DVYiShares Select Dividend ETF0.38%
XLUThe Utilities Select Sector SPDR Fund0.08%

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