We don't invest in fossil fuels
The first step in addressing climate change is to send a message to fossil fuel companies loud and clear: no more business as usual. It’s time for the status quo to change.
We do vote your shares for the planet.
Did you know that mutual funds vote on company shareholder proposals on your behalf? Most funds automatically vote however the board recommends. SFPPX votes for the planet.
A strategy with a proven track record
Data shows that the approach of excluding fossil fuel companies—most of which are found in the S&P 500 Energy sector—can offer greater returns. With Sphere, you get a fund that aligns your values with your pocketbook.
S&P 500 Ex-Energy Total Return (Bloomberg: SPXXEGT)*
S&P 500 Total Return Index (Bloomberg: SPXT)
10 Year Cumulative Returns
* SPXT and SPXXEG compared as the growth of $10,000 from 3/28/13 through 3/31/23 per Bloomberg terminal. Past performance is no guarantee future results. Annualized returns are 12.24% for SPXT and 12.96% for SPXXEG respectively.
Environmentally-friendly funds often are priced at a premium. SPFFX is priced 10-30x 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
Sphere 500 Climate Fund (SPFFX)
A typical climate-friendly fund
Simple to invest in
SPFFX is designed to be able to be added to any existing brokerage platform.