Six Circles International Unconstrained Equity Fund

Shareclass

Six Circles International Uncon Eq (CIUEX)

Type

Open-end mutual fund

Manager

Six Circles

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

96.2

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 43 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Allianz SE
1.26% of assets
$190.29M invested
2. Sanofi SA
0.81% of assets
$122.33M invested
3. AstraZeneca PLC
1.84% of assets
$278.96M invested
4. Standard Chartered PLC
0.29% of assets
$44.3M invested
5. Yara International ASA
0.02% of assets
$3.18M invested
6. GSK PLC
0.64% of assets
$96.49M invested
7. National Grid PLC
0.21% of assets
$31.29M invested
8. Publicis Groupe SA
0.04% of assets
$6.37M invested
9. L'Oreal SA
1.58% of assets
$239.22M invested
10. Aviva PLC
0.19% of assets
$29M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Constellation Software Inc
0.05% of assets
$8.24M invested
2. Kobe Bussan Co Ltd
<0.01% of assets
$644,871 invested
3. Shopify Inc Registered Shs -A- Subord Vtg
0.11% of assets
$17.08M invested
4. TFI International Inc
<0.01% of assets
$1.44M invested
5. Heineken Holding NV
0.01% of assets
$2.02M invested
6. Central Japan Railway Co
0.02% of assets
$2.92M invested
7. Keyence Corp
0.1% of assets
$15.85M invested
8. Daito Trust Construction Co Ltd
<0.01% of assets
$1.33M invested
9. Konami Group Corp
0.01% of assets
$1.9M invested
10. Zensho Holdings Co Ltd
<0.01% of assets
$1.09M invested

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Financial performance

Performance data provided by

Find more financial data on CIUEX at Morningstar.com

Gender Equality and Returns

Returns chart for Six Circles International Unconstrained Equity Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

CIUEX

Six Circles International Unconstrained Equity Fund

Family

Six Circles

Category

Europe Stock

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

2.38% more in annualized returns

Higher overall gender equality score

4 / 100 points higher

Higher gender balance in leadership and workforce score

2 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

CIUEX

Six Circles International Unconstrained Equity Fund

Family

Six Circles

Category

Europe Stock

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

2.38% more in annualized returns

Higher overall gender equality score

4 / 100 points higher

Higher gender balance in leadership and workforce score

2 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

CIUEX

Six Circles International Unconstrained Equity Fund

Family

Six Circles

Category

Europe Stock

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

2.38% more in annualized returns

Higher overall gender equality score

4 / 100 points higher

Higher gender balance in leadership and workforce score

2 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
CIUEX - Six Circles International Unconstrained Equity Fund

4.39%

7.6%

13%

61 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

-2.36%

2.66%

2.38%

4 / 100 points higher

Find more financial data on CIUEX at Morningstar.com

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