SPFEX Mutual Fund (Sphere 500 Climate Fund Institutional Class) is managed by Reflection Asset Management with $17.3M in net assets. SPFEX expense ratio is 0.30%, holding 368 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2025-09-17.

SPFEX performance shows a YTD return of 10.17%.. SPFEX dividend yield stands at 6.15%, paid annually.

SPFEX 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 SPFEX holdings, sector breakdown, or dividend history.

SPFEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.