Invest with a family office

It turns out what makes SPFFX appropriate for defined contribution plans can also make it attractive for family offices: broad diversification, low fees, and low stranded asset risk.

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.

Investing in SPFFX has the double impact of both directing your dollars for climate action, and also helping to make climate-friendly retirement savings available to everyone. Contributing to growing the fund’s assets under management (AUM) can make it qualify for more 401(k) platforms, where minimum thresholds on AUM are common.

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.

Platforms include:
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Invest with

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