Morningstar

Sphere 500 Climate Fund Class R6 SPFFX

Morningstar Medalist Rating
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Medalist Rating as of See Reflection Asset Management Investment Hub
  • NAV / 1-Day Return$33.86  /  +1.38%
  • Fund Size$85.8M
  • Adjusted Expense Ratio0.070%
  • Net Expense Ratio0.070%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.64%
  • Turnover Ratio49%
NAV and 1-Day Return as of

Morningstar’s Analysis SPFFX

Will SPFFX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sphere 500 Climate R6 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings SPFFX

More SPFFX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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