SPFFX Mutual Fund
SPFFX Mutual Fund
NAV$34.08
AUM$69M
TER0.07%
Holdings368
See how much of SPFFX you already own
SPFFX Mutual Fund
NAV$34.08
Sphere 500 Climate Fund Class R6
AUM$69M
TER0.07%
Holdings368
See how much of SPFFX you already own
SPFFX Mutual Fund Overlap Analysis
SPFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SPFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 368 holdings, SPFFX may share significant positions with broad-market funds.
SPFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SPFFX tax-loss harvesting finds highly correlated but non-identical funds.