Domini Social Equity Instl
536 Broadway7th FloorNew York NY 10012-3915
Map
Phone: 800-582-6757
| Category: | Large Blend | | Fund Family: | Domini | | Net Assets: | 747.81M | | Year-to-Date Return: | -0.97% | | Yield: | 1.60% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-2008 |
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Donald S. Tunnell
Lead Manager since
01-May-2009 | | | Chally, vice president and Equity portfolio manager, works in Wellington Managementâs Quantitative Investment Group as a member of the portfolio management team for the firmâs intersection and quantitative portfolios and manages portfolios focusing on US equities.He has been with Wellington Management Company, LLP since 1998. He has been an investment professional with Wellington since 1996, and he joined the firm in 1994.
Chally holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term total return.
The fund primarily invests in the equity securities of mid- and large-capitalization U.S. companies. Under normal circumstances, it will invests 80% of the assets in equity securities and related investments with similar economic characteristics. The Fund may also invest in companies organized or traded outside the U.S. (or in equivalent shares such as ADRs). |
| Last Dividend
(16-Sep-09):
| 0.04 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
(18-Mar-10):
| 82.00% | | Average for Category:
| 79.86% |
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| Expense | DIEQX | Category
Avg | | Total Expense Ratio: | 0.65%
| 1.11% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 255 | $77 | | 5 Yr Expense Projection*: |
$ 444 | $132 | | 10 Yr Expense Projection*: |
$ 990 | $243 |
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0.35% Nasdaq 
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