SPFFX Mutual Fund

SPFFX Mutual Fund (Sphere 500 Climate Fund Class R6) is managed by Reflection Asset Management with $67.8M in net assets. SPFFX expense ratio is 0.07%, holding 368 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2021-10-04.

SPFFX performance shows a YTD return of 9.57%. The 1-year return is 18.95%. SPFFX dividend yield stands at 6.02%, paid annually.

SPFFX top holdings include Nvidia Corp (8.3%), Apple, Inc (7.6%), Microsoft Corp (4.8%), Amazon.Com Inc (4.3%), Alphabet Inc,class A (3.7%). Go to all SPFFX holdings, SPFFX sectors, or SPFFX dividends.

SPFFX can be compared against other funds. Use SPFFX overlap to find shared positions, or SPFFX vs another fund for a side-by-side view. SPFFX alternatives are available via the screener, along with tax-loss harvesting opportunities.