Applications & Tools

Making a Difference (PDF). How Domini Funds’ shareholders are making a difference through responsible stock selection, responsible ownership, and by being a responsible neighbor.

Global Investment Standards (PDF). The standards Domini uses to evaluate the eligibility of companies for the portfolios of the Domini Funds.

Proxy Voting Guidelines & Procedures (PDF). The philosophy and guidelines that help Domini vote proxies in the best interests of its shareholders.

Social Impact Updates. Quarterly updates describing how Domini is putting its shareholders’ dollars to work for change by engaging corporate management on issues of concern.

Prospectus. For complete information on the Funds’ investment objectives and strategies, social and environmental policies, fees, risks, expenses, and more.

Annual and Semi-Annual Reports. Commentary on performance and details on holdings, the operation of the Domini Funds, and the social impact of our investments.

Fund Fact Sheets (PDF)

Load Applications No-load Applications
New Account Application New Account Application (No-load)
IRA Application Traditional & Roth IRA Application (No-load)
  IRA Terms and Conditions
CESA Application IRA Disclosure
  Learn more about Traditional IRAs
  Learn more about Roth IRAs
  IRA Conversion Form (No-load)
  IRA Transfer/Rollover Form (No-load)
   
  SEP-IRA Application (No-load)
  IRA Terms and Conditions
  IRA Disclosure Statement
  SIMPLE IRA Application (No-load)
  SIMPLE IRA Transfer Form (No-load)
  SIMPLE IRA Custodial Agreement