About SPFFX
The Sphere 500 Climate Fund is a U.S. mutual fund that seeks to provide investors with large-cap equity exposure while specifically excluding fossil fuel companies and other sectors deemed environmentally or socially harmful. The fund is designed to track the Sphere 500 Fossil Free Index, which consists of the 500 largest publicly listed U.S. companies by market capitalization, minus those involved in fossil fuels, deforestation, tobacco, civilian firearms, military weaponry, and private prisons. This exclusionary approach leaves a portfolio of approximately 407 companies, focusing on familiar names in technology, healthcare, and consumer sectors, such as Microsoft, Apple, and NVIDIA.
A distinguishing feature of the Sphere 500 Climate Fund is its commitment to climate action through shareholder advocacy, voting its shares to promote environmental responsibility and long-term value. The fund operates with a low expense ratio of 0.07%, making it competitive with traditional index funds and especially suitable for inclusion in retirement plans like 401(k)s. The Sphere 500 Climate Fund aims to offer investors a way to avoid stranded asset risk associated with fossil fuels while maintaining broad market exposure and supporting positive environmental impact through proxy voting.
Fund Family Reflection Asset Management
Category Large Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SPFFX
Share Class Class R6
Index Index is not available on Lipper Database
SPFFX had a total return of 19.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.80%.
