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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 Fund’s Institutional
share class.
Domini
International Social Equity FundSM*
A mutual
fund whose investments in companies across Europe, the Asia-Pacific region,
and throughout the rest of the world make it possible for you to take
advantage of broad international diversification with the convenience of a
single fund.
Domini
European Social Equity FundSM*
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 Fund
SM *
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 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 transaction fees. Deposits are insured
by the FDIC for up to $500,000 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.
*These Funds are also available in “A share” format, for
purchase through your professional investment advisor. Please see our Domini Advisor site 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.
The
Domini Money Market Account (DMMA) is able to offer up to $500,000 in FDIC
insurance because assets in the account are allocated between two separately
chartered banks in the ShoreBank family, located in Chicago, Illinois, and
Ilwaco, Washington. IRA accounts are insured up to $500,000 by the FDIC. The
amount that you deposit in your DMMA will be added to any other money you may
have on deposit at ShoreBank for determining your insurance limit.
The
DMMA is not a mutual fund. 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. 11/08
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