Insights

Domini Equity Funds Outperform Benchmarks for 2013

At Domini, we believe it’s possible to make money and make a difference at the same time.

We are pleased to report that the Domini Social Equity Fund and the Domini International Social Equity Fund both outperformed their benchmarks for 2013. The Domini Social Equity Fund – Investor shares (DSEFX) returned 32.85%, beating out the S&P 500 Index, which returned 32.39%. Meanwhile, the Domini International Social Equity Fund – Investor shares (DOMIX) outperformed its benchmark by more than 2%, returning 25.77% versus 23.29% for the MSCI EAFE Index.

Each of the Domini Funds pursues an innovative strategy that combines our expertise with the strength of 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. Wellington Management Company is responsible for the Domini Social Equity Fund and Domini International Social Equity Fund’s financial standards and portfolio construction.

Average Annual Total Returns as of 12/31/13
  DSEFX S&P 500 DOMIX MSCI EAFE
1-Year 32.85%
32.39%
25.77% 23.29%
3-Year 14.22% 16.18% 10.07% 8.66%
5-Year 18.09% 17.94% 13.80% 12.96%
10-Year 6.15% 7.40% n/a n/a
Since Inception* 8.56% 9.34% 0.56% 2.40%
* DSEFX: 6/3/1991, DOMIX: 12/27/2006
 

 


Past performance is no guarantee of future results. The Fund’s returns quoted above represent past performance after all expenses. 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. Current performance may be lower or higher than the performance data quoted. View performance information current to the most recent month-end. Each Domini Fund charges a 2.00% redemption fee on sales or exchanges of shares made less than 30 days after the settlement of purchase or acquisition through exchange, with certain exceptions. See the Fund’s prospectus for further information.

Annual Expense Ratio: Domini Social Equity Fund (Gross: 1.24% / Net: 1.24%); Domini International Social Equity Fund (Gross: 1.68% / Net: 1.60%). Per current prospectus. Domini has contractually agreed to cap Investor share expenses to not exceed 1.25% (DSEFX) and 1.60% (DOMIX) until 11/30/14, subject to earlier modification by the Fund’s Board of Trustees. See prospectus for details. The Funds’ performance would have been lower had these fees not been waived.

The table above does not reflect the deduction of taxes that a shareholder would pay on Fund distributions or the redemption of Fund shares. Total return is based on the Funds’ net asset values and assumes all dividends and capital gains were reinvested. An investment in the Funds is not a bank deposit and is not insured. You may lose money.

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. These risks may be heightened in connection with investments in emerging-market countries. You may lose money.

The S&P 500 Index and the MSCI EAFE Index are unmanaged indexes of common stocks. Investors cannot invest directly in an index.


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.

The Domini Funds are distributed by DSIL Investment Services LLC (DSILD), Member FINRA. Domini Impact Investments LLC (Domini) is the Funds’ investment manager. The Funds are subadvised by Wellington Management Company LLP. DSILD and Domini are not affiliated with Wellington Management Company LLP.

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