SP Funds Target Date Fund - SP Funds Trust

Rated as SP Funds 2050 Target Date Fund - SP Funds Trust
Portfolio date Oct 2025

Environment
scorecard

Fossil fuels
Fossil fuels
Fair
Fossil fuel finance
Fossil fuel finance
Good
Fossil fuel insurance
Fossil fuel insurance
Good
Deforestation
Deforestation
Fair

Social
scorecard

Civilian firearms
Civilian firearms
Poor
Prison industrial complex
Prison industrial complex
Fair
Military weapons
Military weapons
Fair
Tobacco
Tobacco
Good

Prison industrial complex grade
The SP Funds Target Date Fund - SP Funds Trust has 0.02% exposure to the high-risk prison industrial complex screen.

Prison industrial complex grade

C
Exposure to higher-risk prison industrial complex screen of 0.02% places the fund in the C tier, between 0% and 1% exposure.
11% invested in companies involved in the prison industrial complex.
Screen# of holdings% of portfolio
Private prison operators00%
Prison industrial complex, high-risk10.02%
Prison industry1110%
Border industry1011%
All prison industrial complex screens1611%
Prison industrial complex, high-risk
Top 1 holdings

Prison industrial complex, high-risk

  1. Thomson Reuters Corp
    0.02%
Prison industry
Top 5 holdings

Prison industry

  1. Microsoft Corp
    7.64%
  2. Alphabet Inc
    2.05%
  3. Thermo Fisher Scientific Inc
    0.24%
  4. Capgemini SE
    0.16%
  5. 3M Co
    0.1%
Border industry
Top 5 holdings

Border industry

  1. Microsoft Corp
    7.64%
  2. Alphabet Inc
    2.05%
  3. Salesforce Inc
    0.52%
  4. Accenture PLC
    0.34%
  5. Thermo Fisher Scientific Inc
    0.24%
Company research sourced from
American Friends Service Committee

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

SP Funds 2050 Target Date Fund - SP Funds Trust
SP Funds 2040 Target Date Fund - SP Funds Trust



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