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Domini Social Equity Instl (DIEQX)On Jan 5: 16.80  Up 0.05 (0.30%)  
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Profile  As of 30-Nov-09Get Profile for:
Domini Social Equity Instl
536 Broadway 7th Floor New York NY 10012-3915
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Phone: 800-582-6757
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FUND OVERVIEW 
Category:Large Blend
Fund Family:Domini
Net Assets:95.62M
Year-to-Date Return:32.02%
Yield:%
Morningstar Rating:2 stars
Fund Inception Date:01-Dec-08
MORNINGSTAR STYLE BOX 
Large Blend
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Mammen Chally
Lead Manager since 30-Nov-06
Chally, vice president and Equity portfolio manager, works in Wellington Management?s Quantitative Investment Group as a member of the portfolio management team for the firm?s 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.
INVESTMENT INFORMATION 
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
DIEQX can be purchased from brokerages.
FUND SUMMARY 
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).
FUND OPERATIONS 
Last Dividend (16-Sep-09): 0.04
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover 82.00%
Average for Category: 78.74%
FEES & EXPENSES 
ExpenseDIEQXCategory
Avg
Total Expense Ratio:% 1.08%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.25%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$781
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,299
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,389
* Per $10,000 invested


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