The Domini Impact Equity Fund Investor shares (DSEFX) ranked in the top 1% of the Morningstar US Fund Large Blend category of mutual funds for the 1-year period ended December 1, 2020.
This news comes exactly two years following a successful change in the Fund’s investment strategy. The Fund also ranked in the top 1% for the one-year period ended September 30, 2020.
Domini is focused exclusively on impact investing and manages DSEFX using two investment management strategies:
Normally about 90% of the portfolio is driven by Domini’s proprietary in-house social and environmental research of mid- to large-capitalization stocks and includes those with strong social and environmental profiles relative to their peers as determined by Domini.
Typically about 10% of the portfolio seeks to invest in solution-oriented companies across the full market-capitalization spectrum focused on themes that the world needs now including transition to a low-carbon, clean-energy future, financial inclusion and development of sustainable cities and communities.
The 1-year ranking as of December 1, 2020 was among 1,332 funds. As of the same date, the Fund’s Investor shares also ranked in the top 7% of the category among 1,218 funds for the 3-year period, in the top 38% among 1,054 funds for the 5-year period, and in the top 66% among 810 funds for the 10-year period. The 1-year ranking as of September 30, 2020 was among 1,370 funds. As of the same date, the Fund’s Investor shares also ranked in the top 8% of the category among 1,229 funds for the 3-year period, in the top 41% among 1,066 funds for the 5-year period, and in the top 58% among 819 funds for the 10-year period.
Morningstar Category % Rank is a fund’s total-return percentile rank relative to all funds in the same category. The highest (or most favorable) percentile rank is one and the lowest (or least favorable) percentile rank is 100. The Category % Rank above is for the Investor share class only; other classes may have different performance characteristics.
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Past performance is no guarantee of future results. Before investing, consider the Fund’s investment objectives, risks, charges and expenses. Contact us at www.domini.com or by calling 1-800-582-6757 for a prospectus containing this and other important information. Read it carefully.
The Domini Impact Equity Fund is not insured and is subject to market, recent events, impact investing, portfolio management, information and mid- to large-cap companies risks. You may lose money. Domini Impact Investments LLC is the Fund’s investment manager. The Fund is subadvised by an unaffiliated entity. DSIL Investment Services LLC, Distributor, member FINRA. 10/20
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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.