SPHERE 500 FOSSIL-
FREE
INDEX FUND

The first fossil-free INDEX FUND designed for 401(k)s.

For the first time, divesting from fossil fuels is easy, accessible, affordable, and competitive.

Sphere helps the advisor community deliver on the demands of plan participants by providing a low cost alternative to US core equity exposure excluding fossil fuels. This solution allows plan advisors to demonstrate their commitment to not only fiduciary duty in terms of quality product at reasonable fees, but allows them to satisfy a deeply personal desire of their clients, without having to choose between the two.

The Sphere 500 Fossil Free Index Fund tracks the Top 500 US companies and excludes the ~40 fossil fuel companies that are in the top 500 list. Fossil fuel companies are defined by the non-profit As You Sow, as presented on their website fossilfreefunds.org, and the list of fossil fuel companies is made up of companies whose main lines of business include producing, distributing, or refining fossil fuels, holding reserves of fossil fuels, utilities that are primarily fossil fuel-powered, and producers of equipment for any of the above.

Good for clients.
Good for earth.

Removing fossil fuel companies has increased earnings.

Index Holdings Within the
Top 500

7 bps

uniquely-priced low fees  for maximum impact, not profits.

Top 500 minus 
40 companies

Simple as that. THE TOP 500 US COMPANIES BY MARKET CAPITALIZATION, excluding ~40 fossil fuel companies.

Mutual fund

Built specifically for streamlined implementation in 401(k)s.

No hidden fees

Just a simple expense ratio

Full pricing
transparency

No separate share classes.

Competitive
returns

FOSSIL FUEL COMPANIES DRAG DOWN RETURNS. So removing them increases how much money you have saved for retirement.

INDEX CREATOR

INVESTMENT ADVISOR

TOP 10 HOLDINGS

The Sphere 500 Fossil-Free Index is tracking the performance of a selection of companies from the top 500 large capital public US companies (ranked by market capitalization) that are not critically exposed to business models dependent on fossil fuels. The index constituents are weighted by free float market capitalization, and rebalanced quarterly. Index values are disseminated on an end-of-day basis.

Apple

APPL

6.83%

MICROSOFT

MSFT

6.33%

AMAZON.COM

AMZN

4.00%

GENERAL ELECTRIC

GE

2.42%

ALPHABET CLASS "C"

GOOG

2.16%

FACEBOOK CLASS "C"

FB

2.01%

ALPHABET A

GOOGL

2.00%

TESLA

TSLA

1.47%

NVIDIA

NVDA

1.38%

JOHNSON & JOHNSON

JNJ

1.30%

Employees want the option to avoid investing in the fossil fuel industry.

LEARN MORE
OF ALL AMERICANS

82%

are Worried about climate change

99%

have retirement savings invested in fossil fuel companies

81%

Have no idea this is happening.

70%

are not happy their funds are invested in fossil fuels.

INVEST

Ready to get started? Anyone can invest in this mutual fund, even outside of 401(k)s. We're working to make the fund available across investment platforms, but to invest ahead of then, find the form below that fits your need, then follow the instructions to invest. If you have any questions, call 844-2-SPHERE (844-277-4373) or email info@reflectionam.com.