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Investment
Objective
The Domini Social Equity Fund seeks to provide its shareholders with
long-term total return.
Investment Strategy*
The Domini Social Equity Fund invests primarily in stocks of U.S.
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.
Management
The Fund's Investment Advisor and Sponsor is Domini Social Investments LLC.
Portfolio
Submanager: Wellington Management Company, LLP.
Shareholder Activism
The Fund also advances its social and environmental objectives through proxy
voting, dialogue with corporations, and the filing of shareholder
resolutions.
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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.
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.
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1Until November 30, 2008, 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, 1.15% of its average daily
net assets.
*The Fund pursues its investment objective by
investing in the Domini Social Equity Trust (the “Portfolio”), another mutual
fund with the same investment objective and strategy as the Fund. References
to the Domini Social Equity Fund include the Portfolio, unless the context
otherwise requires.
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 is 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.
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