Sphere 500 Climate Fund
Shareclass
Sphere 500 Climate Fund (SPFFX)
Type
Open-end mutual fund
Manager
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. Equity Fund
Ranking: 380 out of 2,541 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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 SPFFX
Environment
Social
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This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Does not screen investments on diversity and equal employment opportunity policies. More
US-SIF member fund managers: want to update your statement? Contact us
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 Inc0.05% of assets$3,077 invested
- 2. Citigroup Inc0.26% of assets$16,615 invested
- 3. Biogen Inc0.1% of assets$6,210 invested
- 4. Dow Inc0.1% of assets$6,471 invested
- 5. General Mills Inc0.1% of assets$6,384 invested
- 6. Procter & Gamble Co0.92% of assets$58,469 invested
- 7. Cummins Inc0.09% of assets$5,510 invested
- 8. Marriott International Inc Class A0.15% of assets$9,471 invested
- 9. Bank of America Corp0.71% of assets$45,151 invested
- 10. JM Smucker Co0.03% of assets$2,022 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. Old Dominion Freight Line Inc Ordinary Shares0.1% of assets$6,080 invested
- 2. Loews Corp0.03% of assets$2,157 invested
- 3. Roblox Corp Ordinary Shares - Class A0.06% of assets$3,566 invested
- 4. Markel Group Inc0.04% of assets$2,840 invested
- 5. O'Reilly Automotive Inc0.13% of assets$8,551 invested
- 6. Lennar Corp Class A0.1% of assets$6,111 invested
- 7. Rollins Inc0.03% of assets$2,052 invested
- 8. Roku Inc Class A0.03% of assets$1,925 invested
- 9. Reliance Steel & Aluminum Co0.04% of assets$2,517 invested
- 10. The Trade Desk Inc Class A0.08% of assets$5,325 invested
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Financial performance
Performance data provided byFind more financial data on SPFFX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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