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 Domini Institutional Social Equity Fund
 



Whether you are a 401(k) plan sponsor, or represent a foundation or endowment, we offer a range of socially responsible investment products and services to meet your needs.

Our lineup of socially responsible investment options for institutional investors includes the following: 

 

  • The Domini Social Equity Fund® provides core stock market exposure through a portfolio of primarily large-cap domestic stocks that have met a set of social and environmental standards. The Fund further promotes corporate social responsibility through its shareholder activism program, which includes the sponsorship of shareholder resolutions and direct dialogue with corporations in the portfolio.

 

  • The Domini Institutional Social Equity FundSM is a lower-cost version of the Domini Social Equity Fund offered to qualified endowments, foundations, religious organizations, nonprofit entities, individuals and certain corporate or similar institutions that meet the minimum investment requirements.

 

  • The Domini European Social Equity FundSM is a mutual fund for U.S. social investors that is devoted entirely to the stocks of European companies. The Fund offers social investors an opportunity to invest in an economic region where corporations are embracing the challenge of sustainable growth.

 

  • The Domini PacAsia Social Equity FundSM allows social investors to take part in a historic economic expansion while helping to influence Asia-Pacific companies to consider society and the environment as they move into the future. The Fund invests primarily in stocks of Asia-Pacific companies selected based on a set of social and environmental standards.

 

  • The Domini European PacAsia Social Equity FundSM enables social investors to take advantage of broad international diversification through a single mutual fund, while using their investment dollars to encourage corporate responsibility.

 

  • The Domini Social Bond Fund® is a unique fixed-income offering that combines a socially and environmentally screened investment-grade bond portfolio with an innovative community investment component.

 

  • The Domini Money Market Account® is an FDIC-insured account that can serve an investor's cash and liquidity needs, as well as help provide lending capital to underserved communities. Assets are placed at ShoreBank  to be used in the bank's community development lending program that helps rebuild struggling communities across the country. (Note: Not available for corporate accounts.)

 

For more information on our institutional services, please visit the areas below or send us an email.

 

Retirement Plan Administrators

Institutional Consultants

Foundations, Endowments & Not-for-profits

 

 

The Domini Funds are not insured and are subject to market risks. Investment return, principal value, and yield will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost. You may lose money.

 

The Domini Social Bond Fund is not insured and is subject to market risks, including interest rate and credit risks. During periods of rising interest rates, bond funds can lose value. The Domini Social Bond Fund currently holds a large percentage of its portfolio in mortgage-backed securities. During periods of falling interest rates, mortgage-backed securities may prepay the principal due, which may lower the Fund’s return by causing it to reinvest at lower interest rates. Some of the Domini Social Bond Fund's community development investments may be unrated and carry greater credit risks than its other investments.

 

Investing internationally involves special risks, such as currency fluctuations, social and economic instability, differing securities regulations and accounting standards, limited public information, possible changes in taxation, and periods of illiquidity.

 

A 2.00% redemption fee is charged on sales or exchanges of shares made less than 30 days after settlement of purchase or acquisition through exchange, with certain exceptions. See the prospectus for further information.

 

Unlike a mutual fund, the rate of return for the Domini Money Market Account is determined by ShoreBank and will vary from time to time. The Domini Funds are not affiliated with any bank and are not insured by the FDIC. This material must be preceded or accompanied by the Funds’ current prospectus. Please read it carefully before investing or sending money. DSIL Investment Services LLC, Distributor. 12/06

 

 

You should consider the Domini Funds' investment objectives, risks, charges and expenses carefully before investing. View or order a copy of the Funds' current prospectus for more complete information on these and other topics. Please read the prospectus carefully before investing or sending money.

For more information about the Domini Funds or to speak with a shareholder representative, call 1-800-762-6814. DSIL Investment Services LLC, Distributor.

Important Legal Information         Notice for Non-U.S. Investors
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