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    Domini Social Equity A (DSEPX)

    10.54 Down 0.01(0.09%) Jul 31

    Profile as of Jun 29, 2015Get Profile for:
    Domini Social Equity A
    Domini Social Investment Trust536 Broadway, 7th FloorNew York NY 10012-3915
    Phone: 800-582-6757
    Fund Overview 
    Category:Large Blend
    Fund Family:Domini
    Net Assets:1.06B
    Year-to-Date Return:-1.15%
    Morningstar Rating:2 stars
    Fund Inception Date:Nov 28, 2008
    Morningstar Style Box 
    Large Blend
    [View Category Definition]
    View Top Large Blend Funds
    About the Morningstar Style Box
    Management Information 
    Donald S. Tunnell
    Lead Manager since May 1, 2009
    Donald S. Tunnell, vice president, co-director of the quantitative investments group, and director of quantitative research of Wellington Management, joined Wellington Management as an investment professional in 2001 and has been a member of the quantitative management group supporting the Domini Funds since 2005. He has served on the portfolio management team since May 2009.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:1,500
    Min Initial Investment, AIP:1,500
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:50
    DSEPX can be purchased from 31 brokerages.

    Fund Summary 
    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. It may also invest in companies organized or traded outside the U.S. (or in equivalent shares such as ADRs). Domini evaluates the fund's potential investments against its social and environmental standards based on the businesses in which they engage, as well as on the quality of their relations with key stakeholders.

    Fund Operations 
    Last Dividend (Mar 17, 2015) : 0.08
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 30, 2015) : 86.00%
    Average for Category:46.02%
    Fees & Expenses 
    ExpenseDSEPXCategory Avg
    Annual Report Expense Ratio (net):1.18%1.05%
    Prospectus Net Expense Ratio:1.18%N/A
    Prospectus Gross Expense Ratio:1.54%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:4.75%5.25%
    Max Deferred Sales Load: N/A2.09%
    3 Yr Expense Projection*:905497
    5 Yr Expense Projection*:1,242779
    10 Yr Expense Projection*:2,1931,575
    * Per $10,000 invested