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Our family of socially and environmentally responsible investment products includes investment options for each major asset class (stocks, bonds, and cash), making it possible for you to build a socially responsible portfolio that fits your particular investment objectives and provides global diversification.


Each of Domini’s stock funds is actively managed according to an innovative strategy that combines the strengths of Domini Social Investments and Wellington Management. Domini applies a set of social and environmental standards to each Fund’s portfolio, while Wellington Management seeks to add value using a diversified quantitative stock selection approach. 

 

Domini Social Equity Fund®*
Domini’s flagship mutual fund, launched in 1991. The Fund offers core stock market exposure through a portfolio of primarily large-cap domestic stocks subject to a set of social and environmental standards. Qualified foundations, endowments, nonprofit organizations, individuals, and certain corporate or similar institutions may invest in the Domini Institutional Social Equity Fund.SM1

 

Domini European Social Equity Fund SM*
A mutual fund that offers social investors an opportunity to invest in an economic region where corporations are embracing the challenge of sustainable growth. The Fund invests primarily in stocks of European companies selected based on a set of social and environmental standards.

 

Domini PacAsia Social Equity FundSM*

A mutual fund that allows social investors to take part in a historic economic expansion while helping influence Asian companies to take society and the environment into account as they move into the future. The Fund invests primarily in stocks of Asia-Pacific companies selected based on a set of social and environmental standards.

 

Domini European PacAsia Social Equity FundSM*

A mutual fund whose investments in companies across Europe, Asia, and the Pacific Rim make it possible for you to take advantage of broad international diversification with the convenience of a single fund.

 

Domini Social Bond Fund®
An intermediate-term, investment-grade bond fund that offers an opportunity to invest in a socially screened portfolio of fixed-income securities while also investing in underserved communities. A portion of the Fund’s assets are invested in community economic development initiatives.

 

Domini Money Market Account®
An FDIC-insured account with ShoreBank, the nation’s first and leading community development and environmental banking corporation. Your assets earn a competitive rate of interest while being used to rebuild our nation’s struggling communities. Features daily liquidity, safety of principal, free transfers, free check-writing, and no fees. Deposits are insured by the FDIC for up to $200,000 per depositor.

 

Our investment options have low initial investment minimums ($2,500 / $1,500 through our Automatic Investment Plan / $1,500 for IRAs). We offer Traditional IRA, Roth IRA, and CESA accounts, as well as UGMA/UTMAs. For more information on how to open an account, please visit Open an Account.

 

[1]The minimum investment in the Domini Institutional Social Equity Fund for qualified individuals and institutions is $2,000,000.

 

*This strategy is also available in “A share” format, for purchase through your professional investment advisor. Please see Domini Social Equity Portfolio Class A, Domini European Social Equity Portfolio Class A, Domini PacAsia Social Equity Portfolio Class A, and Domini European PacAsia Social Equity Portfolio Class A for more information on these funds, or ask your advisor.

 

The Domini Funds are not insured and are subject to market risks. Investment return, principal value, and yield will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost. You may lose money.

 

The Domini Social Bond Fund is not insured and is subject to market risks, including interest rate and credit risks. During periods of rising interest rates, bond funds can lose value. The Domini Social Bond Fund currently holds a large percentage of its portfolio in mortgage-backed securities. During periods of falling interest rates, mortgage-backed securities may prepay the principal due, which may lower the Fund’s return by causing it to reinvest at lower interest rates. Some of the Domini Social Bond Fund's community development investments may be unrated and carry greater credit risks than its other investments.

 

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.

 

A 2.00% redemption fee is charged on sales or exchanges of shares made less than 30 days after settlement of purchase or acquisition through exchange, with certain exceptions. See the prospectus for further information.

 

Unlike a mutual fund, the rate of return for the Domini Money Market Account is determined by ShoreBank and will vary from time to time. The Domini Funds are not affiliated with any bank and are not insured by the FDIC. This material must be preceded or accompanied by the Funds’ current prospectus. Please read it carefully before investing or sending money. DSIL Investment Services LLC, Distributor. 12/06

 

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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.

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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