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Domini Funds

At Domini Social Investments, we manage a family of mutual funds for individual and institutional investors seeking to meet their personal financial goals while using their investments to build a brighter future for all:

  • Domini Social Equity Fund: This Fund offers you core stock market exposure through a portfolio of primarily mid to large capitalization U.S. stocks.
  • Domini International Social Equity Fund: This mutual fund invests in companies across Europe, the Asia-Pacific region, and throughout the rest of the world, making it possible for you to take advantage of broad international diversification with the convenience of a single fund.
  • Domini Social Bond Fund: A domestic, intermediate term fixed income fund with a focus on community economic development.

Our Investment Approach

Each of our mutual funds pursues an innovative strategy combining our expertise in responsible investing with Wellington Management Company's strength as a financial submanager:

Domini is responsible for the development and application of each Fund’s social and environmental standards. In addition, we engage with companies in our equity fund portfolios to encourage improvements in their social and environmental performance. Domini is also responsible for selecting the Community Development Financial Institutions represented in the Domini Social Bond Fund’s portfolio.

Wellington Management is responsible for the Funds' financial standards and portfolio construction. Wellington Management is a professional investment counseling firm which provides investment services to mutual funds, employee benefit plans, endowments, foundations, and other institutions. Wellington Management and its predecessor organizations have provided investment advisory services for over 70 years. As of September 30, 2014, Wellington Management had investment management authority with respect to approximately $892 billion in assets.

 

 

The Domini Funds are not insured and are subject to market risks, such as sector concentration and style risk. 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. Investment return and principal value 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.