SPFFX Mutual Fund
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 $68.5M in net assets. SPFFX expense ratio is 0.07%, holding 368 positions across sectors including Information Technology, Consumer Discretionary, Health Care. 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 6.20%, paid annually.
SPFFX top holdings include Nvidia Corp. (8.4%), Apple Inc Ord (8.1%), Microsoft Corp 4.100 Feb 06 37 (5.7%), Amazon.Com Inc (4.7%), Broadcom Inc (3.3%). 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.