Sphere 500 Climate Fund
Shareclass
Sphere 500 Climate R6 (SPFFX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Sphere 500 Climate Fund
FUND COVERAGE
# of holdings404
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.04%$15,298
- 2. Procter & Gamble Co0.8%$309,399
- 3. Biogen Inc0.04%$15,196
- 4. Boston Scientific Corp0.34%$131,255
- 5. Marriott International Inc Class A0.13%$51,090
- 6. Bank of America Corp0.76%$295,088
- 7. Welltower Inc0.21%$83,322
- 8. Mondelez International Inc Class A0.19%$72,296
- 9. Hologic Inc0.03%$11,924
- 10. Mastercard Inc Class A0.99%$382,119
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Carvana Co Class A0.09%$34,033
- 2. Roblox Corp Ordinary Shares - Class A0.13%$50,496
- 3. Strategy Inc Class A0.22%$84,888
- 4. Lennar Corp Class A0.05%$20,905
- 5. Markel Group Inc0.05%$19,974
- 6. Vertiv Holdings Co Class A0.1%$39,679
- 7. Old Dominion Freight Line Inc Ordinary Shares0.06%$24,507
- 8. Super Micro Computer Inc0.05%$20,829
- 9. Brown & Brown Inc0.06%$21,731
- 10. PACCAR Inc0.1%$40,591
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager survey
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
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Sphere 500 Climate Fund
Totals
Holdings
Assets
Weight
Prisons
14
$7.24M
19%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
12
$7.12M
18%
Borders high risk
0
$0
0%
Total
20
$7.94M
20%
Holdings — 20 flagged holdings
1.
Microsoft Corp
:$3.02M
7.79%
2.
Amazon.com Inc
:$1.73M
4.46%
3.
Alphabet Inc Class A
:$848,547
2.19%
4.
Alphabet Inc Class C
:$746,102
1.92%
5.
Costco Wholesale Corp
$363,308
0.94%
6.
Salesforce Inc
:$210,517
0.54%
7.
McDonald's Corp
$173,257
0.45%
8.
AT&T Inc
:$172,511
0.44%
9.
Accenture PLC Class A
:$154,526
0.4%
10.
Thermo Fisher Scientific Inc
:$126,504
0.33%
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
Search more funds
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
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer