Sphere 500 Climate Fund

Shareclass

Sphere 500 Climate Fund (SPFFX)

Type

Open-end mutual fund

Manager

Reflection Asset Management

Fossil fuel holdings

Energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

No direct stock holdings

Coal industry

Coal miners, coal services, owners of coal reserves

holdings

$14,976

invested

0.18%

of portfolio

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

holdings

$27,580

invested

0.33%

of portfolio

Utility sector

Top 50 coal-fired utilities

Macroclimate 50

No direct stock holdings

Fossil-fired utilities

Utilities burning fossil fuels or distributing gas

No direct stock holdings

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

All fossil fuel companies

3 holdings

1. Blackstone Inc
$19,180
0.23%
2. CSX Corp
$14,976
0.18%
3. Dow Inc
$8,400
0.1%

Share to spread the word.
Business as usual is fueling climate destruction.

Sphere 500 Climate Fund $SPFFX is 0.52% ($42,556) invested in fossil fuel stocks

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Sphere 500 Climate Fund SPFFX

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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Financial performance

Performance data provided by

Find more financial data on SPFFX at Morningstar.com

Current fund

SPFFX

Sphere 500 Climate Fund

Family

Reflection Asset Management

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower

3-yr returns

-1.02% less in annualized returns

Less invested in fossil fuels

7.81% less invested

Higher fossil finance risk score

2 points higher

Lower fossil insurance risk score

16 points lower

More invested in Clean200

1.47% more invested

Current fund

SPFFX

Sphere 500 Climate Fund

Family

Reflection Asset Management

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower

3-yr returns

-1.02% less in annualized returns

Less invested in fossil fuels

7.81% less invested

Higher fossil finance risk score

2 points higher

Lower fossil insurance risk score

16 points lower

More invested in Clean200

1.47% more invested

Current fund

SPFFX

Sphere 500 Climate Fund

Family

Reflection Asset Management

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower

3-yr returns

-1.02% less in annualized returns

Less invested in fossil fuels

7.81% less invested

Higher fossil finance risk score

2 points higher

Lower fossil insurance risk score

16 points lower

More invested in Clean200

1.47% more invested

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
SPFFX - Sphere 500 Climate Fund

37%

8.03%

0.52%

Benchmark

38%

9.05%

15%

13%

8.32%

Fund compared to benchmark

-1.1%

-1.02%

7.81% lower

Find more financial data on SPFFX at Morningstar.com

What's next?

Learn how to make a change and move your money

Get started with our action toolkit

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Recent blog posts

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Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
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Fossil fuel companiesare fueling the climate crisis.

Environment

Social

Disclaimer: As You Sow is not an investment adviser