Domini Social Equity Instl
536 Broadway7th FloorNew York NY 10012-3915
Map
Phone: 800-582-6757
| Category: | Large Blend | | Fund Family: | Domini | | Net Assets: | 789.37M | | Year-to-Date Return: | 5.00% | | Yield: | 2.02% | | Morningstar Rating: |  | | Fund Inception Date: | Nov 27, 2008 |
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Donald S. Tunnell
Lead Manager since Apr 30, 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. |
| Min Initial Investment: | 1,000,000 | | Min Initial Investment, IRA: | 1,000,000 | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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. |
| Last Dividend
(Mar 19, 2013)
:
| 0.21 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 94.00% | | Average for Category: | 51.91% |
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| Expense | DIEQX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.80% | 1.11% | | Prospectus Net Expense Ratio: | 0.80% | N/A | | Prospectus Gross Expense Ratio: | 0.83% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.27% | | Max Deferred Sales Load:
| N/A | 2.36% | | 3 Yr Expense Projection*: | 262 | 775 | | 5 Yr Expense Projection*: | 458 | 1,258 | | 10 Yr Expense Projection*: | 1,023 | 2,352 |
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0.06(0.26%) May 23