Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Saturday, December 26, 2009, 11:36PM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
Domini Social Equity Inv (DSEFX)On Dec 24: 26.52  Up 0.14 (0.53%)  
MORE ON DSEFX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Domini Social Equity Inv
536 Broadway 7th Floor New York NY 10012-3915
Map
Phone: 800-582-6757
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Large Blend
Fund Family:Domini
Net Assets:609.73M
Year-to-Date Return:31.43%
Yield:0.74%
Morningstar Rating:2 stars
Fund Inception Date:03-Jun-91
MORNINGSTAR STYLE BOX 
Large Blend
[View Category Definition]
View Top Large Blend Funds
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:$2,500
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
DSEFX 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): 0.03
Last Cap Gain (12-Dec-07): 1.80
Annual Holdings Turnover 82.00%
Average for Category: 78.74%
FEES & EXPENSES 
ExpenseDSEFXCategory
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


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials