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    Domini Social Equity A (DSEPX)

    10.85 Up 0.01(0.09%) Apr 24
    Prev Close:10.84
    YTD Return*:1.12%
    Net Assets*:1.11B
    Yield*:5.31%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for DSEPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL5.2312.99
    MSFT4.01-11.67
    INTC3.25-14.44
    KR2.9919.85
    ED2.84-6.38

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.11B
    Category:Large Blend
    Annual Report Expense Ratio (net):1.18%

    Performance & Risk

    YTD Return:1.12%
    5y Avg Return:13.42%
    Rank in Category (ytd):49
    % Rank in Category (ytd):3%
    Beta (3y):1.05
    Morningstar Risk Rating:3

    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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