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Domini Social Equity Inv (DSEFX)

49.17 Up 0.18(0.37%) Aug 29
Prev Close:48.99
YTD Return*:8.23%
Net Assets*:1.02B
Yield*:0.56%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
MSFT4.2216.07
LLY3.1320.90
APA2.9217.55
ORCL2.814.47
KR2.6825.42

Fund Basics

Morningstar Overall Rating:
Total Assets:1.02B
Category:Large Blend
Annual Report Expense Ratio (net):1.24%

Performance & Risk

YTD Return:8.23%
5y Avg Return:16.13%
Rank in Category (ytd):2
% Rank in Category (ytd):0.12%
Beta (3y):1.07
Morningstar Risk Rating:4

Fund Summary

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
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