Making a Difference [1] (PDF). How Domini Funds’ shareholders are making a difference through responsible stock selection, responsible ownership, and by being a responsible neighbor.
Global Investment Standards [2] (PDF). The standards Domini uses to evaluate the eligibility of companies for the portfolios of the Domini Funds.
Proxy Voting Guidelines & Procedures [3] (PDF). The philosophy and guidelines that help Domini vote proxies in the best interests of its shareholders.
Social Impact Updates [4]. Quarterly updates describing how Domini is putting its shareholders’ dollars to work for change by engaging corporate management on issues of concern.
Prospectus [5]. For complete information on the Funds’ investment objectives and strategies, social and environmental policies, fees, risks, expenses, and more.
Annual and Semi-Annual Reports [6]. Commentary on performance and details on holdings, the operation of the Domini Funds, and the social impact of our investments.
Fund Fact Sheets [7] (PDF)
| Load Applications | No-load Applications |
| New Account Application [8] | New Account Application (No-load) [9] |
| IRA Application [10] | Traditional & Roth IRA Application (No-load) [11] |
| IRA Terms and Conditions [12] | |
| CESA Application [13] | IRA Disclosure [14] |
| Learn more about Traditional IRAs [15] | |
| Learn more about Roth IRAs [15] | |
| IRA Conversion Form (No-load) [16] | |
| IRA Transfer/Rollover Form (No-load) [17] | |
| SEP-IRA Application (No-load) [11] | |
| IRA Terms and Conditions [12] | |
| IRA Disclosure Statement [18] | |
| SIMPLE IRA Application (No-load) [19] | |
| SIMPLE IRA Transfer Form (No-load) [20] | |
| SIMPLE IRA Custodial Agreement [21] |