Domini Impact Equity Fund Investor Shares

 (MUTF:DSEFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.08%  
1 week   +1.70%
   
4 week   +1.24%
   
3 month   +6.86%
   
YTD   +13.85%
   
1 year   +14.52%
   
3 years*   +5.43%
   
5 years*   +12.51%
   
*annualized
Best 3 month return+31.29%  
Worst 3 month return-32.18%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Low Above Average
5 years Below Average Above Average
10 years Below Average Above Average
Overall Below Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets879.78M 
Front load-  
Deferred load-  
Expense ratio1.08%  
Management fee-  
Fund familyDomini 

Asset allocation

Cash0.70%  
Stocks98.32%  
Bonds0.00%  
Other0.98%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,500  
AIP Initial$1,500  
AIP Additional$50  
48.92-0.04(-0.08%)
Nov 21, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to provide its shareholders with long-term total return. The fund primarily invests in the equity securities of mid- and large-capitalization U.S. companies. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities and related investments with similar economic characteristics including derivative instruments such as futures and options. It may also invest in companies organized or traded outside the U.S. (or in equivalent shares such as ADRs).
Fund filings (PDF) »
Asset manager:
Donald Tunnell (Started: May 1, 2009)
Advisor Company:
Domini Impact Investments LLC
Fund family reports on Morningstar »
Domini, 5536 Broadway, 77th Floor, New York, NY, 10012, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -8.39 -5.01 -3.52 -1.54
Beta* 1.24 1.02 1.05 1.04
Mean annual return 1.51 0.50 0.99 0.60
R-squared* 84.78 90.20 90.89 95.64
Standard deviation 5.64 10.82 10.44 16.13
Sharpe ratio 3.04 0.52 1.11 0.42
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 3.78%  
Alphabet Inc A (GOOGL) 3.35%  
Prudential Financial Inc (PRU) 2.80%  
PepsiCo Inc (PEP) 2.70%  
Gilead Sciences Inc (GILD) 2.59%  
Cummins Inc (CMI) 2.56%  
International Business Machines Corp (IBM) 2.46%  
Applied Materials Inc (AMAT) 2.38%  
Ross Stores Inc (ROST) 2.35%  
Intel Corp (INTC) 2.35%