|
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.
We
also offer lower-cost Institutional
shares of the Domini Social Equity Fund to qualified
endowments, foundations, religious organizations, nonprofit entities,
individuals and certain corporate or similar institutions that meet the
minimum investment requirements. The Fund is available in Class R
shares for certain qualified retirement plans. See the Fund’s current
prospectus or call 1-800-762-6814 for more information.
- The Domini
International Social Equity Fund SM 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.
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.
|
