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The Domini European Social Equity Fund is devoted primarily to the stocks of European companies. The fund offers social investors an opportunity to invest in an economic region where corporations are embracing the challenge of sustainable growth.

Download a Prospectus in PDF.

Fund Highlights
All data as of 12/31/2009.
Symbol: DEUFX

Fund Type: Diversified mid- to large-cap European stocks, socially screened.

Inception Date
10/3/05

Minimum Initial Investment
$2,500 ($1,500 for IRAs)
$1,500 Automatic investment plan

 Fund Net Assets
$59.4 Million

Expense Ratio1
1.60% annually

Dividends
Semi-annual

Capital Gains
Annual

Initial Sales Fee
None (no-load)

Newspaper Listings
NA

CUSIP Number
257132506

DESEF Overview

 

 

 

Investment Objective
The Domini European Social Equity Fund seeks to provide its shareholders with long-term total return.

 

Investment Strategy
The Domini European Social Equity Fund invests primarily in stocks of European companies that meet Domini Social Investments’ social and environmental standards.

 

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.

 

Management
The Fund’s Investment Advisor is Domini Social Investments LLC.
Portfolio Submanager: Wellington Management Company, LLP.

 

Shareholder Activism
The Fund seeks to use its position as a shareholder to raise issues of social and environmental performance with corporate management.

 

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 to assess the quality of a corporation’s 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.

 

The Fund seeks to hold only securities that Domini determines are eligible investments. The Fund seeks to avoid securities and obligations of corporations that derive significant revenues by manufacturing tobacco products, alcoholic beverages, or gambling equipment, or through ownership of gambling enterprises. The Fund also seeks to avoid corporations that Domini determines have a significant direct ownership share in, or operate, nuclear power plants, or are major military weapons manufacturers.

 

Investor Profile
Who Should Invest:

Investors seeking long-term growth of capital. Investors committed to the Fund’s socially responsible investment standards.

 

Who Should Not Invest:

Investors unwilling or unable to accept moderate to significant fluctuations in share price.

 

1Until November 30, 2009, 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 will not exceed, on a per annum basis, 1.60% of its average daily net assets representing Investor shares, absent an earlier modification by the Board of Trustees, which oversees the Funds.

 

Past performance is no guarantee of future results.

The Domini European 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. Although the Fund’s 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.

 





You should consider the Domini Funds' investment objectives, risks, charges and expenses carefully before investing. View or order a copy of the Funds' current prospectus for more complete information on these and other topics. Please read the prospectus carefully before investing or sending money.
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For more information about the Domini Funds or to speak with a shareholder representative, call 1-800-762-6814. DSIL Investment Services LLC, Distributor.

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