- What are the top holdings of CBTAX?
- Six Circles Tax Aware Bond holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does CBTAX have?
- CBTAX holds — positions as reported by the fund's most recent disclosure.
- What sectors does CBTAX invest in?
- Six Circles Tax Aware Bond (CBTAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is CBTAX most exposed to?
- CBTAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is CBTAX a US-only fund?
- The country allocation card on this page shows CBTAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does CBTAX invest in?
- 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.
