SP Funds 2030 Target Date FundSPTAX

MUTUAL FUNDShariaPortfolio
Type
Mutual fund
Peer group
Target-date
Net assets
$5.5M
Expense ratio
1.31%
1-year return
+18.6%
3 years, a year
—
5 years, a year
—
Holdings
6

What it aims to do.

The SP Funds 2030 Target Date Fund (the Fund or the 2030 Fund) seeks a high level of total return through its target date.

Top 10 holdings.

Holding% of fund
SP Funds Dow Jones Global Suku48.96%
SP Funds S&P 500 Sharia Indust21.90%
SP Funds S&P Global Reit Shari10.01%
SP Funds S&P Global Technology7.90%
SP Funds S&P World ex-US ETF7.68%
GLD SPDR Gold Shares2.40%

More on SPTAX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.