Sphere 500 Climate FundSPFEX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$61.4M
Expense ratio
0.30%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
368
What it aims to do.
The Sphere 500 Climate Fund (the ?Fund?) seeks to track the performance, before fees and expenses, of the Sphere 500 Fossil-Free Index (the ?Index?).
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 8.42% |
| AAPL Apple Inc. | 8.08% |
| MSFT Microsoft Corp. | 5.67% |
| AMZN Amazon.com, Inc. | 4.68% |
| AVGO Broadcom Inc | 3.34% |
| META Meta Platforms Inc | 3.12% |
| GOOGL Alphabet Inc. | 2.53% |
| TSLA Tesla Inc | 2.18% |
| GOOG Alphabet Inc. | 2.04% |
| LLY Eli Lilly & Co. | 2.00% |
More on SPFEX.
- SPFEX overview
- SPFEX holdings
- SPFEX risk
- SPFEX costs
- SPFEX money in and out
- SPFEX share classes
- Compare SPFEX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.