You can now invest with Sphere directly through your Fidelity or Schwab accounts — making climate-friendly investing more accessible than ever. This milestone brings us closer to a future where everyone can align their money with their values.
If you have an IRA, Solo 401(k), or brokerage account with either platform, you can now search for the Sphere 500 Climate Fund using the ticker SPFEX to invest with Sphere through your existing account. This milestone brings us one step closer to our mission of making climate-friendly investing accessible to everyone, everywhere.
Sphere is now available across all Fidelity and Schwab platforms — for both individual investors and 401(k) plans. If your employer offers a retirement plan through either platform, you can ask your HR team to add Sphere to your plan here.
A heartfelt thank you to our investors and community members whose support and advocacy helped make this possible. Together, we’re building a future where every dollar invested can help move the world toward a stable climate.
RISKS AND DISCLOSURE
Before investing in the Sphere 500 Climate Fund (“SPFFX”), carefully consider the fund's investment objectives, risks, charges and expenses. 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.
As with all investments, there are risks involved with investing in SPFFX. Climate Investing Consideration Risk-Considerations related to climate risk, such as environmental criteria (e.g., fossil fuel screens), applied to the Index’s construction may limit the number of investment opportunities available to the Fund, and as a result, at times, the Fund may underperform funds that are not subject to similar investment restrictions. For example, the Index may exclude certain securities due to climate-focused considerations when other investment considerations would suggest that investing in such securities would be advantageous. The Fund may also underperform funds that invest in the energy and utilities sectors, particularly in times of rising oil, gas and energy prices. Other risks include, but are not limited to general market risk, small fund risk, large cap risk, common stock risk, sector risk, industry concentration risk, passive investment risk, index calculation risk, limited operating history risk, cybersecurity risk, tracking error risk, operation risk, and third-party data risks as it relates to the composition of the Index. For a detailed explanation of the risks associated with SPFFX and the underlying Index, please read the prospectus.
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 Ultimus Fund Distributors, LLC, member of FINRA and SIPC, which is not affiliated with Sphere or SPFFX. NOT FDIC INSURED NOT BANK GUARANTEED. MAY LOSE VALUE.
