Sphere 500 Climate Fund
Shareclass
Sphere 500 Climate Fund (SPFFX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 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: 392 out of 2,546 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
19/20
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$4,042 invested
- 2. Dow Inc0.1% of assets$8,400 invested
- 3. Marriott International Inc Class A0.15% of assets$12,616 invested
- 4. Citigroup Inc0.29% of assets$24,221 invested
- 5. Biogen Inc0.08% of assets$6,253 invested
- 6. General Mills Inc0.1% of assets$8,186 invested
- 7. Boston Scientific Corp0.25% of assets$20,684 invested
- 8. Welltower Inc0.13% of assets$10,932 invested
- 9. Procter & Gamble Co0.95% of assets$78,854 invested
- 10. Cummins Inc0.1% of assets$8,250 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. Loews Corp0.04% of assets$2,897 invested
- 2. Celsius Holdings Inc0.03% of assets$2,653 invested
- 3. Roblox Corp Ordinary Shares - Class A0.05% of assets$3,818 invested
- 4. Lennar Corp Class A0.1% of assets$8,427 invested
- 5. Rollins Inc0.03% of assets$2,776 invested
- 6. MicroStrategy Inc Class A0.06% of assets$5,114 invested
- 7. Markel Group Inc0.04% of assets$3,043 invested
- 8. PACCAR Inc0.16% of assets$13,132 invested
- 9. Old Dominion Freight Line Inc Ordinary Shares0.1% of assets$8,334 invested
- 10. Reliance Inc0.04% of assets$3,676 invested
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Financial performance
Performance data provided by
Find more financial data on SPFFX at Morningstar.com
Find more financial data on SPFFX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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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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