Domini Social Equity Inv (DSEFX)
* As of 31-Jul-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.24%|
Performance & Risk
|5y Avg Return:||16.13%|
|Rank in Category (ytd):||2|
|% Rank in Category (ytd):||0.12%|
|Morningstar Risk Rating:||4|
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. View More