SPFEX Mutual Fund
SPFEX Mutual Fund
SPFEX Mutual Fund
Sphere 500 Climate Fund Institutional Class
SPFEX Mutual Fund Overview
SPFEX Mutual Fund (Sphere 500 Climate Fund Institutional Class) is managed by Reflection Asset Management with $18.6M in net assets. SPFEX expense ratio is 0.30%, holding 368 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2025-09-17.
SPFEX performance shows a YTD return of 9.44%. The 1-year return is 18.70%. SPFEX dividend yield stands at 6.19%, paid annually.
SPFEX top holdings include Nvidia Corp. (8.4%), Apple, Inc (8.1%), Microsoft Corp (5.7%), Amazon.Com Inc (4.7%), Broadcom Inc (3.3%). Go to all SPFEX holdings, SPFEX sectors, or SPFEX dividends.
SPFEX can be compared against other funds. Use SPFEX overlap to find shared positions, or SPFEX vs another fund for a side-by-side view. SPFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.