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Sphere 500 Climate Fund

The climate-friendly fund made for 401(k)s.

SPFEX: On brokerage platforms
SPFFX: For 401(k) plans*

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500

Climate-friendly investing for all

Don’t invest in fossil fuels

The fossil fuel sector has been the most volatile of the S&P 500 for the past decade. Stranded asset risk further jeopardizes investments as regulations and consumer backlash speed up the transition away from fossil fuels and towards renewable energy.

Votes for the planet

The Fund pools investor voices to vote in favor of climate-related shareholder proposals at the companies it invests in. This pushes some of the biggest companies in the economy to do better on climate, which grows the long-term value of companies by protecting against climate risks and setting them up for success in a changing world.

The top 500 minus fossil fuels

The Sphere 500 index has the top 500 US companies by market capitalization, minus 93 companies. The independent non-profit As You Sow creates the list of fossil fuel and other companies that are excluded.

Learn more about the index

500 largest US companies

Removed 52 fossil fuel companies

Removed 41 deforestation, tobacco, civilian firearm, military weapon, 
and private prison companies

407 / 500

Holdings
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Overview

Avoid fossil fuels

Fossil fuel investments have been volatile. The Sphere 500 can help you avoid stranded asset risk.

Vote your shares

Use your voice as a shareholder to get some of the biggest companies in the economy to do better on climate.

Affordable

Priced for impact, not profits. 0.07% for SPFFX on 401(k) plans and for direct investors. 0.30% for SPFEX on brokerage platforms.

Competitive returns

The Sphere 500 has been 99% correlated to its secondary benchmark over its lifetime.

Mutual fund, not ETF

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

Familiar holdings

Based on the Top 500 US companies.

Index creator

Investment advisor

Custodian

Administrator and Distributor

A fund that can check all the boxes for 401(k)s

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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
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Simple

The Sphere 500 has been 99% correlated to the S&P 500 Index over its lifetime.

99%

Correlation to the S&P 500

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Available

The Sphere 500 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:
Vanguard
Fidelity
Schwab
See them all

Learn how to invest in the Sphere 500

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

Invest now
Vanguard
Fidelity
Schwab

Performance

Spffx logo

Hypothetical growth of $10,000.

Sphere 500 Climate Fund (SPFFX)
S&P 500
3M6MYTD1YAll
statisticsstatisticsstatistics

As of

12/31/2022

. Fund inception date: 10/04/2021.

Returns
Sphere 500
R6 (SPFFX)
Sphere 500
Inst. (SPFEX)
Sphere 500
Index
S&P 500
Index

1 month

0.10%

0.08%

-0.09%

0.06%

3 months

2.38%

2.30%

2.80%

2.66%

6 months

10.76%

10.76%

11.27%

11.00%

YTD

18.04%

18.04%

17.46%

17.88%

1 year (annualized)

18.04%

18.04%

17.46%

17.88%

3 years (annualized)

24.12%

24.12%

24.86%

23.01%

Since Inception 10/4/21 (annualized)

12.84%

12.84%

12.78%

13.25%

As of

12/31/2025

Annualized Returns
SPFFX
SPFFXI
S&P 500

1 year

25.12%

26.26%

25.02%

3 years

9.02%

8.75%

8.94%

5 years

N/A

N/A

N/A

10 years

N/A

N/A

N/A

Since inception

11.28%

11.38%

11.85%

As of

12/31/2024

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. Current performance may be lower or higher than the performance data quoted. All periods greater than One year are annualized. For the most recent month-end performance, please call 844-2-SPHERE.

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

Portfolio Holdings are subject to change and should not be considered investment advice.

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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.

The Sphere 500 Climate Fund tracks the Sphere 500 Fossil-Free Index (SPFFXI). The Index is constructed beginning with the largest 500 U.S. companies that trade on regulated U.S. exchanges by market capitalization.  The index administrator, BITA GmbH, then eliminates companies from this investable universe using data obtained from As You Sow, an unaffiliated non-profit organization that promotes environmental responsibility through shareholder advocacy.  As You Sow eliminates companies from the Index based primarily on their risk profile of being exposed to the fossil fuel industry and secondarily, by other exclusionary screens, including companies engaged in deforestation activities, civilian and military firearms manufacturing and related guns/arms sales, prison and border security operations, and tobacco and e-cigarette manufacturing.  The elimination of these companies from the Index is intended to foster and support the climate-focused, social investing goals of the Fund. The fund may invest in companies that use fossil fuels as a part of their business or have used fossil fuels in the past. 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.

The performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call toll-free 844-2-SPHERE.

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 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.

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