Domini Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return9.62-4.497.8718.52-2.89
    Category Average6.90-2.077.0719.85-2.07
    Assets for Each Yr*1.541.561.682.292.33
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family -2.89 5.54 8.51

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,334 mil $2,500 4.20 95.80
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 33.89 0.98 Average
    International Stock 4.3 59.25 1.35 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 6.86 0.78 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Alphabet Inc A* Technology 14.34 1.16
    International Business Machines * Technology -2.90 0.90
    Walgreens Boots Alliance Inc* Consumer Defensive -9.16 0.86
    Cummins Inc* Industrials -21.30 0.80
    CBRE Group Inc* RealEstate 13.39 0.77
    Consolidated Edison Inc* Utilities -4.78 0.76
    Robert Half International Inc* Industrials 22.54 0.76
    Bank of America Corporation* Financial Services -2.47 0.75
    Apple Inc* Technology 13.86 0.73
    Microsoft Corp* Technology 24.23 0.73
    PACCAR Inc* Industrials -9.99 0.68
    Ross Stores Inc* Consumer Cyclical 6.68 0.66
    Merck & Co Inc* Healthcare 13.47 0.63
    Unum Group* Financial Services -30.55 0.42
    PepsiCo Inc* Consumer Defensive -4.58 0.39
    Avangrid Inc* Utilities 6.29 0.38
    Intuitive Surgical Inc* Healthcare 43.68 0.38
    Lam Research Corp* Technology -5.80 0.38
    Quest Diagnostics Inc* Healthcare 18.18 0.37
    Marriott International Inc Class* Consumer Cyclical -2.93 0.35

    Best 5-Year Relative Performance | More
    07-13-18

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Fund Name Expense Ratio Analyst Report  
    Domini Impact Bond Investor 0.93 --
    Domini Impact Equity Investo 1.14 02-09-18
    Domini Impact International 1.46 --

    Highest Expenses | More
    07-13-18

    Fund Name Expense Ratio Analyst Report  
    Domini Impact International 1.46 --
    Domini Impact Equity Investo 1.14 02-09-18
    Domini Impact Bond Investor 0.93 --

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Equity Donald S. Tunnell 9.20
    Domini Impact Intern David J. Elliott 9.20
    Domini Impact Bond I Campe Goodman 3.50

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Bond I Campe Goodman 3.50
    Domini Impact Equity Donald S. Tunnell 9.20
    Domini Impact Intern David J. Elliott 9.20