SPFFX Mutual Fund
SPFFX Mutual Fund
Sphere 500 Climate Fund Class R6
SPFFX Mutual Fund Overview
SPFFX Mutual Fund (Sphere 500 Climate Fund Class R6) is managed by Reflection Asset Management with $65.3M in net assets. SPFFX expense ratio is 0.07%, holding 368 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2021-10-04.
SPFFX performance shows a YTD return of 10.29%. The 1-year return is 22.28%. SPFFX dividend yield stands at 6.16%, paid annually.
SPFFX top holdings include Nvidia Corp (8.4%), Apple Inc (8.1%), Microsoft Corp 4.100 Feb 06 37 (5.7%), Amazon.Com Inc (4.7%), Broadcom Inc (3.3%). View all SPFFX holdings, sector breakdown, or dividend history.
SPFFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPFFX alternatives are available via the screener, along with tax-loss harvesting opportunities.