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Domini Social Equity A (DSEPX)

14.56 Up 0.05(0.34%) Aug 29

Profile as of Jul 30, 2014Get Profile for:
Domini Social Equity A
536 Broadway7th FloorNew York NY 10012-3915
Phone: 800-582-6757
Fund Overview 
Category:Large Blend
Fund Family:Domini
Net Assets:1.02B
Year-to-Date Return:8.25%
Morningstar Rating:3 stars
Fund Inception Date:Nov 28, 2008
Morningstar Style Box 
Large Blend
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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 responsible for the Domini Social Equity Fund 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 (Jun 17, 2014) : 0.22
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 28, 2014) : 97.00%
Average for Category:41.86%
Fees & Expenses 
ExpenseDSEPXCategory Avg
Annual Report Expense Ratio (net):1.18%1.08%
Prospectus Net Expense Ratio:1.18%N/A
Prospectus Gross Expense Ratio:1.74%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:4.75%5.27%
Max Deferred Sales Load: N/A2.19%
3 Yr Expense Projection*:945577
5 Yr Expense Projection*:1,324922
10 Yr Expense Projection*:2,3851,884
* Per $10,000 invested