Sphere 500 Climate Fund
SPFFX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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52-Week Low
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Reflection Asset Management
Manager/Tenure
(Years)
(Years)
Jason T. Britton (3)
Address
Reflection Asset Management
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Country
United States
Phone Number
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Investment Strategy
The investment seeks to track the performance of the Sphere 500 Fossil Free Index (the "index"). The index is designed to reflect the performance of large companies listed on U.S. exchanges while excluding companies with climate-related risks. The fund invests at least 80% of its net assets in securities issued by companies that do not (1) derive any revenue from the sale of fossil fuels, (2) hold fossil fuel related assets or reserves, (3) use fossil fuels for power generation, or (4) produce fossil fuel-related equipment.