Sphere 500 Climate Fund (SPFFX) Research

The Sphere 500 Climate Fund is benchmarked against an index crafted to capture the returns of major U.S.-listed companies, while consciously excluding those identified with climate-related risks. To adhere to this strategy, the fund commits a minimum of 80% of its total assets to companies that are not involved in any of the following: generating revenue from the sale of fossil fuels, owning fossil fuel reserves or related assets, using fossil fuels for power generation, or producing equipment specifically for the fossil fuel industry.

Market snapshot

Symbol
SPFFX
Price
$33.46
Day change
+1.33%
Market cap
$43.8M
52-week range
27.47-33.97
Sector
Financial Services
Industry
Asset Management

Peer companies

  • abrdn Global Income Fund, Inc. (FCO)
  • Nuveen Large Cap Select Fund (FLRYX)
  • Eagle Capital Growth Fund, Inc. (GRF)
  • Live Oak Health Sciences Fund (LOGSX)
  • Monongahela All Cap Value Fund (MCMVX)
  • AMG GW&K International Small Cap Fund (MECAX)
  • Monetta Young Investor Growth Fund (MYIFX)
  • Paradigm Value Fund (PVFAX)

Open Sphere 500 Climate Fund (SPFFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.