SPFFX Mutual Fund
NAV$32.86
AUM$67M
TER0.07%
Holdings368
SPFFX Mutual Fund
NAV$32.86
Sphere 500 Climate Fund Class R6
AUM$67M
TER0.07%
Holdings368

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SPFFX Mutual Fund Overlap Analysis
SPFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SPFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 368 holdings, SPFFX may share significant positions with broad-market funds.
SPFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SPFFX tax-loss harvesting finds highly correlated but non-identical funds.