Morningstar

Sphere 500 Climate Fund Class R6 SPFFX

Morningstar Medalist Rating
Medalist Rating as of | See Reflection Asset Management Investment Hub
  • NAV / 1-Day Return 34.30  /  −0.44 %
  • Total Assets 87.0M
  • Adj. Expense Ratio
    0.070%
  • Expense Ratio 0.070%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.65%
  • Turnover 49%

USD | NAV as of Aug 12, 2026 | 1-Day Return as of Aug 12, 2026, 12:57 AM GMT+0

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 Silver Morningstar Medalist Rating. The rating reflects that it has scored well 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 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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