DSEPX - Domini Impact Equity A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Domini Impact Equity A

Domini Social Investment Trust536 Broadway, 7th FloorNew York NY 10012-3915
Management Information
Donald S. Tunnell,Lead Manager since April 30, 2009
Donald S. Tunnell, vice president, co-director of the quantitative investments group, and director of quantitative research of Wellington Management, joined Wellington Management as an investment professional in 2001 and has been a member of the quantitative management group supporting the Domini Funds since 2005. He has served on the portfolio management team since May 2009.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyDomini
Net Assets892.22M
YTD Return15.12%
Morningstar Rating★★
Inception DateNov 27, 2008

Fund Operations

Last Dividend0.31
Last Cap Gain0.00
Holdings Turnover85.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDSEPXCategory Average
Annual Report Expense Ratio (net)1.16%0.99%
Prospectus Net Expense Ratio1.12%N/A
Prospectus Gross Expense Ratio1.41%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load4.75%5.17%
Max Deferred Sales LoadN/A1.76%
3 Yr Expense Projection873N/A
5 Yr Expense Projection1,183N/A
10 Yr Expense Projection2,062N/A