Fund card showing the ticker, fund name and description

Sphere Bond Climate Fund

Sphere Bond Climate Fund

A diversified mix of bonds minus fossil fuel issuers.


SPHBX: Institutional share class

A diversified mix of bonds minus fossil fuel issuers.

SPHBX: Institutional share class

Climate-friendly investing for all

We don’t invest in fossil fuels

The fossil fuel sector has had the worst returns and has been the most volatile of the US economy for the past two decades. We let you invest in a diverse set of industries without forcing you to invest in this sector.

We vote for the planet

We pool investors' shares to vote in favor of climate-related shareholder proposals at the companies it invests in. This can set up some of the biggest companies in the world for success in a changing world.

Fund strategy headline

Describe the fund's investment strategy here: what it invests in, the index or benchmark it follows and what it excludes. Replace this placeholder with approved copy for each fund.

Overview

Avoid fossil fuels

Fossil fuel investments have been volatile. This fund can help you avoid stranded asset risk.

Vote your shares

Vote your
shares

Use your voice as a shareholder to get some of the biggest companies in the economy to do better on climate.

Fees

Expense ratio and fee details for this share class.

Performance

Performance summary and benchmark comparison for this fund.

Fund type

Mutual fund (Institutional or R6 share class), index or ETF.

Holdings

Short description of the companies or bonds the fund holds.

Index creator

Index creator
Sphere logo

Investment advisor

Investment advisor
Ram logo

Custodian

Custodian
uS Bank logo

Administrator and Distributor

Administrator and Distributor
Ultimus logo

Learn how to invest in SPHBX

Learn how to invest in SPHBX

Anyone can invest in this fund, with or without a 401(k).

Vanguard

Vanguard

Fidelity

Fidelity

Schwab

Schwab

Performance

As of MM/DD/YYYY

Performance data for this fund will be added here (fund vs. benchmark returns and as-of date). The performance data quoted represents past performance and is no guarantee of future results. Replace with approved copy for each fund.

As of MM/DD/YYYY

Performance data for this fund will be added here (fund vs. benchmark returns and as-of date). The performance data quoted represents past performance and is no guarantee of future results. Replace with approved copy for each fund.

Top Ten Holdings

Top ten holdings for this fund will be listed here.

As of MM/DD/YYYY

Portfolio Holdings are subject to change and should not be considered investment advice.

Invest with
conscience

Before investing in the Sphere Bond Climate Fund (SPHBX), carefully consider the fund's investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, please visit this page or talk to your financial advisor. Read it carefully before investing.

As with all investments, there are risks involved with investing in the Sphere Bond Climate Fund. [Fund-specific risks and disclosure for SPHBX go here. Replace this placeholder with the compliance-approved disclosure before publishing.]

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