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Domini Social Equity Fund
Institutional Shares Overview
Socially and environmentally concerned investors have social, as well as financial, objectives. The Domini Social Equity Fund seeks to meet these objectives by offering a diversified stock portfolio for long-term capital appreciation that is consistent with social and environmental priorities.
Download a Prospectus in PDF.
All data as of 3/31/2013 unless otherwise noted. On November 30, 2006, the Domini Social Equity Fund, formerly an index fund, transitioned to an active management strategy.
Diversified large-cap equity, socially screened.
Initial Sales Fee
Fund Net Assets
Minimum Initial Investment2
$1 million (as of 11/30/2012)
Investor Shares: Domini Soc Inv-Soc Eq
Subject to these standards, Wellington Management Company, LLP, the Fund’s submanager, seeks to add value using a diversified quantitative stock selection approach, while managing risk through portfolio construction.
Subadvisor: Wellington Management Company, LLP.
Social and Environmental Standards
Domini may determine that a security is eligible for investment even if a corporation’s profile reflects a mixture of positive and negative social and environmental characteristics.
Who Should Not Invest:
1. Until November 30, 2013, Domini Social Investments LLC has contractually agreed to waive certain fees and/or reimburse certain expenses, including management fees, so that the Fund's expenses, net of waivers and reimbursements will not exceed, on a per annum basis, 0.80% of the daily net assets representing Institutional shares, absent an earlier modification by the Fund’s Board of Trustees.
2. Investors may meet the minimum initial investment amount by aggregating up to three separate accounts within the Institutional share class of a Fund.
3. Accounts will not be established for omnibus or other accounts for which Domini provides recordkeeping and other shareholder services or for which the Fund is required to pay any type of administrative payment per participant account.
Institutional share accounts will not be established for omnibus or other accounts for which Domini provides recordkeeping and other shareholder services or for which the Fund is required to pay any type of administrative payment per participant account.
The Fund may change any of the policies described above at any time.
Past performance is no guarantee of future results.
The Domini Social Equity Fund is not insured and is subject to market risks. You may lose money. Although the Domini Social Equity Fund Investor shares are no-load, certain fees and expenses apply to a continued investment and are described in the prospectus. The composition of the Fund's portfolio is subject to change.
The Domini Funds maintain portfolio holdings disclosure policies that govern the timing and circumstances of disclosure to shareholders and third parties of information regarding the portfolio investments held by the Funds.