The Domini PacAsia Social Equity Portfolio Class A offers two exciting opportunities for social investors. Your clients can take part in the historic expansion of Asia-Pacific economies, while helping to influence companies in the region to consider society and the environment as they move into the future.
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Learn more about the Domini PacAsia Fund Class A.
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Download a Prospectus in PDF.
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| All data as of 3/31/2008. |
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Symbol: DPAPX
Fund Type: Diversified mid- to large-cap Asia-Pacific stocks, socially screened.
Inception Date
12/27/06
Minimum Initial Investment
$2,500 ($1,500 for IRAs)
$1,500 Automatic investment plan
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Net Assets
$1.1 Million
Expense Ratio1
1.57% Annually
Dividends
Semi-annual
Capital Gains
Annual
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Initial Sales Fee
Up to 4.75%
More information about Sales Charges & Breakpoints
Newspaper Listings
NA
CUSIP Number
257130302
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Investment
Objective
The Domini PacAsia Social Equity Portfolio seeks to provide its shareholders
with long-term total return.
Investment Strategy*
The Domini PacAsia
Social Equity Portfolio invests primarily in stocks of Asia-Pacific companies
subject to Domini Social Investments’ social and environmental 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.
Management
The Fund’s investment advisor is Domini Social Investments LLC. The Fund’s
submanager is Wellington Management Company, LLP.
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Social and Environmental Standards
To determine which
securities are eligible for investment by the Fund, Domini will evaluate
current and potential holdings against its social and environmental standards
based on the businesses in which corporations are engaged and the quality of their
relations with communities, customers, ecosystems, employees, investors, and
suppliers. 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.
Shareholder Activism
The Fund seeks to use its position as a shareholder to raise issues of social
and environmental performance with corporate management.
Investor Profile
Who Should Invest:
Investors seeking
long-term growth of capital. Investors committed to the Fund’s socially
responsible investment criteria.
Who Should Not
Invest:
Investors unwilling
or unable to accept moderate to significant fluctuations in share price.
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1. Until November 30, 2008, Domini
Social Investments LLC has contractually agreed to waive
certain fees and/or reimburse
certain expenses, including management fees, for the Domini
PacAsia Social Equity Portfolio so
that the Fund’s expenses, net of waivers and reimbursements, will not exceed,
on a per annum basis, 1.57% of the average daily net assets representing Class
A shares, absent an earlier modification by the Board of Trustees, which
oversees the Funds.
*The Fund
pursues its investment objective by investing in the Domini PacAsia Social
Equity Trust (the “Portfolio”), another mutual fund with the same investment
objective and strategy as the Fund. References to the Domini PacAsia Social
Equity Portfolio include the Portfolio, unless the context otherwise requires.
Past performance is no
guarantee of future results.
The Domini PacAsia Social Equity Portfolio 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.
