Domini Sustainable Solutions Fund ℠ - Investor Shares

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Quick Facts

Adviser

Domini Impact Investments LLC

Subadviser

SSGA Funds Management, Inc.

CUSIP

257132761

Fund Type

Global stock market exposure through a concentrated, all-cap equity portfolio

Fund Objective

Long-term total return

Inception Date

4/1/2020

Annual Expense Ratio

Gross: 1.94% Net:1.40%*
Per current prospectus.

Front-End Sales Charge (Load)

None

Minimum Initial Investment

$2,500 for standard accounts
$1,500 for retirement accounts, custodial accounts, and accounts opened with an automatic investment plan

Fund Brochure

This Fund will be available on April 1, 2020.

Overview

The Domini Sustainable Solutions Fund offers impact investors a new opportunity to help make a difference. Shareholders have access to a global equity portfolio seeking companies providing solutions for a better future. The Domini Sustainable Solutions Fund is designed to help you meet your own personal financial goals and address many of the world’s greatest sustainability challenges.

By investing in companies that develop and provide access to solution-oriented products and services—from renewable energy systems and electric vehicles to breakthrough medical technologies, healthy and organic food, and lending for underserved communities—we believe we can help overcome these challenges. Furthermore, through the identification of well-managed companies supporting the transition to a more sustainable economy, we believe we can also identify investments with long-term growth potential.

Investment Strategy

The Domini Sustainable Solutions Fund invests in typically fewer than 50 stocks, diversified in size and geography. It may invest globally, including in developed markets across the Americas, Europe and the Asia-Pacific region, as well as select emerging markets. It pursues a high-conviction, buy-and-hold strategy with an investment horizon of about 3 to 5 years.

Sustainability Themes

We seek companies that we believe are helping to support the following sustainability themes by developing or providing access to solution-oriented products/services, including but not limited to some of those in the following examples:

  • Accelerate the transition to a low-carbon future
    Examples
    : Renewable energy, including wind and solar technologies; Distributed generation and off-grid energy solutions; Energy storage; Electric vehicles; High-efficiency semiconductors and other energy-efficient technologies
  • Contribute to the development of sustainable communities
    Examples
    : Safe and affordable housing, Low-carbon transportation systems, Climate-resilient infrastructure; Climate-adaptation services; Sustainable design and engineering services; Smart-city technologies
  • Ensure access to clean water for drinking and sanitation 
    Examples
    :  Affordable water services; Water and wastewater treatment facilities; Water quality and filtration solutions; Water harvesting and conservation; Flow-control and plumbing
  • Support sustainable food systems
    Examples
    :  Healthy, natural, organic, and/or plant-based foods; Consumer nutrition education; Reduction of food waste; Resource-efficient agriculture; Support for local and small-scale farming
  • Promote societal health and well-being
    Examples
    :  Preventative healthcare solutions, including vaccines and health education services; Innovative diagnostics and medicines for priority and neglected diseases; Mobile medical technologies
  • Broaden financial inclusion
    Examples
    :  Affordable lending for underserved or disadvantaged communities; Financial literacy programs; Banking, insurance, and investment products/services; Access to capital for entrepreneurs and small businesses
  • Bridge the digital divide and expand economic opportunity
    Examples
    :  Information and communication technologies; Quality education or training services; Software or services that support the development of small- and medium-enterprises

Investor Profile

Who should invest?

  • Investors seeking long-term growth of capital
  • Investors committed to the Fund's social and environmental investment standards

Who should not invest?

  • Investors unwilling or unable to accept moderate to significant fluctuations in share price

Risks

The Domini Sustainable Solutions Fund is not insured and is subject to market, sustainable investing, portfolio management, information, mid- to large-cap companies, and small-cap companies risks. 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. You may lose money.

The Fund may change any of the policies described above at any time.

Although the Domini Sustainable Solutions Fund Investor shares are no-load, certain fees and expenses apply to a continued investment and are described in the prospectus

* The Fund’s Adviser has contractually agreed to waive certain fees and/or reimburse certain ordinary operating expenses in order to limit Investor share expenses to 1.40% through November 30, 2021. There can be no assurance the Adviser will extend the expense limitations beyond such time while in effect, the arrangement may be terminated for a class only by agreement of the Adviser and the Fund’s Board of Trustees.

Before investing, consider the Domini Funds’ investment objectives, risks, charges and expenses. Contact us for a prospectus containing this and other information. Read it carefully.

The Domini Sustainable Solutions Fund is not insured and is subject to market, sustainable investing, portfolio management, information, mid- to large-cap companies, and small-cap companies risks. 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. You may lose money.

DSIL Investment Services LLC (DSILD), Distributor, Member FINRA. Domini Impact Investments LLC (Domini) is the Funds’ investment manager. The Funds are subadvised by unaffiliated entities.



Check the background of DSIL Investment Services LLC and its investment professionals on FINRA's BrokerCheck. Before investing, consider the Domini Funds’ investment objectives, risks, charges, and expenses. View or order a prospectus. Read it carefully.

DSIL Investment Services LLC (DSILD) distributor, Member FINRA.

Domini Impact Investments LLC (Domini) is the Funds’ investment manager. The Funds are subadvised by unaffiliated entities.

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