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Domini International Social Equity Fund
Class A Overview
The Domini International Social Equity Fund Class A shares helps your clients access a world of investment opportunity, while using their investment dollars to encourage corporate responsibility. With investments in companies across Europe, the Asia-Pacific region, and throughout the rest of the world, the Fund allows your clients to take advantage of broad international diversification with the convenience of one mutual fund.
Download a Prospectus in PDF.
All data as of 3/31/2013 unless otherwise noted.
Diversified mid- to large-cap international stocks, socially screened.
Initial Sales Fee
Fund Net Assets
Minimum Initial Investment
$2,500 ($1,500 for IRAs); $1,500 Automatic investment plan
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.
The Fund may invest in securities of both developed and emerging market countries.
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, the Fund’s Manager has contractually agreed to waive certain fees and/or reimburse certain expenses, including management fees, so that expenses paid by the Fund will not exceed, on a per annum basis, 1.57% of its average daily net assets representing A shares. All Domini Fund Class A Shares are subject to a front-end sales charge of up to 4.75%.
Past performance is no guarantee of future results.
The Domini International Social Equity Fund is not insured and is subject to market risks. 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. You may lose money. 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.