X

All Constituents

500

We make removing fossil fuel risk easy.

The Sphere 500 Climate Fund is a 7 bp climate-friendly US core equity investment option. It does not invest in fossil fuels and it votes its shares in the long-term best interest of shareholders, which aligns with taking climate action. A number of family offices and institutions have already exited the fossil fuel industry, often citing worrying economic factors and a need to protect long-term value as a driving force for decisions, including the Rockefeller Foundation, the New York State Pension Fund, and the Harvard Endowment.

This solution allows advisors and employers to demonstrate their commitment to fiduciary duty with a high-quality product at reasonable fees while satisfying a deeply personal desire of clients, without having to choose between the two. The Sphere 500 Climate Fund tracks the Sphere 500 Fossil-Free Index, which tracks the Top 500 US companies by market capitalization and excludes fossil fuel companies to avoid stranded asset risk.  

SPFFX: The top 500 minus fossil fuels

SPFFX invests in the top 500 US companies by market capitalization, minus 83 companies. The independent non-profit As You Sow creates the list of fossil fuel, deforestation, and other companies that is excluded from the Sphere 500 Fossil-Free Index.

Learn about the Index
SPFFX
S&P 500

417 / 500

Holdings

Overview

0.07% expense ratio

Priced for impact, not profits.

Familiar holdings

Based on the Top 500 US companies.

Mutual fund, not ETF

Built specifically for streamlined implementation in 401(k)s.

No hidden fees

Just a simple expense ratio. No separate share classes.

Avoid risk

Fossil fuel investments are risky - especially because regulations may be put in place at any time that reduce their value.

Competitive returns

Fossil fuel companies have decreased returns over the long-term - as the graph below showing the S&P with and without Energy shows.

Truly fossil-free

Not just a fossil fuel reserves-free fund. We don’t invest in distributors, refiners, or suppliers of equipment to the fossil fuel industry.

Vote your shares

SFPPX is the first index fund for 401(k)s that votes your shares for the planet instead of voting for the status quo.

Index creator
Investment advisor
Custodian
Administrator and Distributor

A fund that can check all the boxes.

Affordable

Environmentally-friendly funds often are priced at a premium. SPFFX is priced 8.5x lower than most climate-friendly funds, and is more in line with standard index funds. This pricing is intended to make it appropriate for 401(k) plans.

Expense ratio comparison
0.07%

Sphere 500 Climate Fund (SPFFX)

0.61%

A typical climate-friendly fund

Source
Simple to start

SPFFX is designed to be added to existing 401(k) plans, so you don't have to switch providers to offer a climate-friendly choice.

Platforms include:
See them all

Learn how to invest in SPFFX

Anyone can invest in this mutual fund, with or without a 401(k).

Invest now

Performance

Hypothetical growth of $10,000.

Sphere 500 Climate Fund (SPFFX)
S&P 500

As of

12/31/2022

. Fund inception date: 10/04/2021.

Standardized Returns
SPFFX
SPFFXI
S&P 500

1 month

4.06%

4.44%

3.59%

3 month

4.57%

4.77%

4.28%

Year to date

14.69%

15.86%

15.29%

1 Year

25.09%

26.44%

24.56%

Since inception

9.94%

10.90%

10.86%

As of

6/30/2024

Annualized Returns
SPFFX
SPFFXI
S&P 500

1 Year

25.09%

26.44%

24.56%

3 Years

N/A

N/A

N/A

5 Years

N/A

N/A

N/A

10 Years

N/A

N/A

N/A

Since inception

9.94%

10.09%

10.86%

As of

6/30/2024

Constituents

Amount distributed to each stock.

Apple

AAPL

Microsoft

AAPL

Amazon.com

AAPL

Tesla

AAPL

Alphabet Class "C"

GOOG

Alphabet A

GOOGL

UnitedHealth Group

AAPL

Johnson & Johnson

AAPL

JP Morgan Chase & Co.

AAPL

Procter & Gamble

AAPL

As of

09/30/2022

View full list

Invest with
confidence

Invest with
conscience