Domini Social Equity Inv
536 Broadway 7th Floor New York NY 10012-3915
Map
Phone: 800-582-6757
| Category: | Large Blend | | Fund Family: | Domini | | Net Assets: | 591.70M | | Year-to-Date Return: | 27.25% | | Yield: | 1.39% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jun-91 |
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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. |
| 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 |
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| The investment seeks long-term total return. The fund, under normal circumstances, invests at least 80% of assets in equity securities and related investments with similar economic characteristics. It provides shareholders with at least 60 days' prior written notice if it changes this 80% policy. The fund is expected to invest at least 80% of assets in mid- to large-cap companies under normal market conditions. |
| Last Dividend
(16-Sep-09):
| 0.03 | | Last Cap Gain
(12-Dec-07):
| 1.80 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
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| Expense | DSEFX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 389 | $774 | | 5 Yr Expense Projection*: |
$ 677 | $1,287 | | 10 Yr Expense Projection*: |
$ 1,496 | $2,366 |
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2.03% Nasdaq 
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