Invest

Anyone can invest in SPFFX, on your own or through your company's 401(k).

SPFFX is a mutual fund. That means anyone can invest in it, whether through a 401(k) or elsewhere. Investing directly in SPFFX helps grow its assets under management, which helps make it available on more 401(k) and 403(b) platforms where there are often minimum thresholds for assets before new funds are allowed on platforms.

Invest on your own

Other ways to invest

Invest in SPFFX via your IRA or other investment account

Anyone can invest in SPFFX, even without using a 401(k) account. Learn how to invest directly in the SPFFX mutual fund.

Invest via a 401(k) that already offers SPFFX

Congratulations! Your employer has added SPFFX to your 401(k) or 403(b) menu. Learn how to invest via your company retirement plan.

SPFFX is on the following platforms

We are always working to add SPFFX to new platforms. When a customer or advisor requests SPFFX, it is more likely to be added to that platform. Let us know if you'd like to request a new platform.

Request a new platform

Inspire your company to add SPFFX to your 401(k) or 403(b)

SPFFX was designed to make it easy for employers to add a climate-friendly investment option to 401(k) and 403(b) menus. Learn how here.

Invest with
confidence

Invest with
conscience

Before investing in the Sphere 500 Climate Fund (“SPFFX”), consider the fund's investment objectives, risks, charges and expenses. As with all investments, there are risks involved with investing in SPFFX. Risks include, but are not limited to, sustainability considerations, general market or market event, and common stock risks. To obtain a prospectus or summary prospectus which contains this and other information, please visit https://oursphere.org/fund or talk to your financial advisor. Read it carefully before investing.

‍The Sphere 500 Climate Fund tracks The Sphere 500 Fossil-Free Index. The Sphere 500 Fossil-Free Index starts with the top 500 US companies by market capitalization and then excludes those companies designated as participants in the fossil fuel industry. The Sphere 500 Fossil-Free Index will not invest in companies whose main lines of business include producing, distributing, or refining fossil fuels, holding reserves of fossil fuels, utilities that are primarily fossil fuel-powered, and producers of equipment for any of the above. However, the fund may invest in companies that use fossil fuel as a part of their business or have used fossil fuels in the past. The performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Index returns do not reflect the effects of fees or expenses. It is not possible to invest directly in an index. Current performance may be lower or higher than the performance data quoted. For the most recent month-end performance, please call 844-2-SPHERE or visit the fund’s website at https://www.oursphere.org/fund.

Index performance is discussed for illustrative purposes only as a benchmark for each strategy’s performance and does not predict or depict performance of that strategy. While index comparisons may be useful to provide a benchmark for a strategy’s performance, it must be noted that investments are not limited to the investments comprising the indices. Each of the strategy benchmark indices are unmanaged and cannot be purchased directly by investors. Past performance does not guarantee future results. No portion of the content should be considered a solicitation to buy or an offer to sell shares of the fund in any jurisdiction where the solicitation or offer would be deemed unlawful under the securities laws of such jurisdiction. The Sphere 500 Climate Fund is distributed by Vigilant Distributors, LLC, member of FINRA and SIPC, which is not affiliated with Sphere or SPFFX. NOT FDIC INSURED NOT BANK GUARANTEED. MAY LOSE VALUE.