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SPFFX
Mutual Fund ticker: NASDAQ
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SPFFX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Tesla (NASDAQ:TSLA), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks to track the performance of the Sphere 500 Fossil Free Index (the "index"). The index is designed to reflect the performance of large companies listed on U.S. exchanges while excluding companies with climate-related risks. The fund invests at least 80% of its net assets in securities issued by companies that do not (1) derive any revenue from the sale of fossil fuels, (2) hold fossil fuel related assets or reserves, (3) use fossil fuels for power generation, or (4) produce fossil fuel-related equipment.

Market Cap

The average market capitalization across the Sphere 500 Climate Fund MF is 1.81T. The market cap for tickers in the group ranges from 451.47B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is UNH at 451.47B.

Volume

The average weekly volume growth across all stocks in the Sphere 500 Climate Fund MF was 16%. For the same stocks of the MF, the average monthly volume growth was 41% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 74
P/E Growth Rating: 62
Price Growth Rating: 31
SMR Rating: 27
Profit Risk Rating: 16
Seasonality Score: -6 (-100 ... +100)
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A.I.Advisor
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General Information

Category LargeBlend

Profile
Fundamentals
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Category
Large Blend
Address
Manager Directed Portfolios6001 Shady Oak Road, Suite 200Minnetonka
Phone
800-497-2960
Web
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