SPHERE 500 CLIMATE FUND - Our Sphere
Shareclass
SPHERE 500 CLIMATE FUND Class R6 (SPFFX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 387 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
SPHERE 500 CLIMATE FUND - Our Sphere SPFFX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.03% of assets$16,375 invested
- 2. Procter & Gamble Co/The0.61% of assets$380,201 invested
- 3. Biogen Inc0.04% of assets$24,814 invested
- 4. Boston Scientific Corp0.27% of assets$164,478 invested
- 5. Marriott International Inc/MD0.17% of assets$102,379 invested
- 6. Bank of America Corp0.87% of assets$538,670 invested
- 7. Welltower Inc0.25% of assets$154,798 invested
- 8. Mondelez International Inc0.11% of assets$67,718 invested
- 9. Hologic Inc0.03% of assets$15,940 invested
- 10. Mastercard Inc0.94% of assets$582,868 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Astera Labs Inc0.04% of assets$25,120 invested
- 2. FTAI Aviation Ltd0.04% of assets$23,031 invested
- 3. Carvana Co0.14% of assets$84,826 invested
- 4. ROBLOX Corp0.1% of assets$59,962 invested
- 5. Strategy Inc0.08% of assets$47,712 invested
- 6. Rocket Lab Corp0.05% of assets$29,578 invested
- 7. Lennar Corp0.04% of assets$22,718 invested
- 8. Markel Group Inc0.04% of assets$25,795 invested
- 9. Vertiv Holdings Co0.13% of assets$78,736 invested
- 10. Old Dominion Freight Line Inc0.04% of assets$27,596 invested
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