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Morningstar

Sphere 500 Climate Fund SPFFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Reflection Asset Management Investment Hub

Morningstar’s Analysis SPFFX

Will SPFFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPFFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPFFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPFFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Sphere 500 Climate Fund retains its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
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