Domini Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return27.559.62-4.497.875.43
    Category Average25.656.90-2.077.074.52
    Assets for Each Yr*1.321.541.561.681.79
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 5.43 5.21 8.88

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,792 mil $2,500 4.55 95.45
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 51.43 0.99 Average
    International Stock 4.2 40.34 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 8.24 0.78 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 5.99 2.38
    Merck & Co Inc* Healthcare 8.90 1.86
    Amazon.com Inc* Consumer Cyclical 16.60 1.74
    Consolidated Edison Inc* Utilities 7.04 1.57
    Alphabet Inc A* Technology 7.25 1.57
    Intel Corp* Technology -1.21 1.53
    PepsiCo Inc* Consumer Defensive 8.17 1.48
    Gilead Sciences Inc* Healthcare -5.35 1.43
    Cummins Inc* Industrials 11.75 1.39
    MetLife Inc* Financial Services -2.43 1.36
    Prudential Financial Inc* Financial Services 1.78 1.29
    Sysco Corp* Consumer Defensive -5.83 1.21
    Verizon Communications Inc* Communication Services -6.88 1.15
    Edwards Lifesciences Corp* Healthcare 0.74 1.13
    F5 Networks Inc* Technology -1.81 1.09
    Masco Corp* Basic Materials 7.75 1.06
    Unum Group* Financial Services 5.30 1.00
    Robert Half International Inc* Industrials -1.11 0.99
    Southwest Airlines Co* Industrials 7.50 0.97
    Apple Inc* Technology 24.93 0.88

    Best 5-Year Relative Performance | More
    03-29-17

    Worst 5-Year Relative Performance | More
    03-29-17

    Lowest Expenses | More
    03-29-17

    Fund Name Expense Ratio Analyst Report  
    Domini Impact Bond Investor 0.93 --
    Domini Impact Equity Investo 1.14 02-15-17
    Domini Impact International 1.52 --

    Highest Expenses | More
    03-29-17

    Fund Name Expense Ratio Analyst Report  
    Domini Impact International 1.52 --
    Domini Impact Equity Investo 1.14 02-15-17
    Domini Impact Bond Investor 0.93 --

    Longest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Equity Donald S. Tunnell 7.90
    Domini Impact Intern David J. Elliott 7.90
    Domini Impact Bond I Campe Goodman 2.20

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Bond I Campe Goodman 2.20
    Domini Impact Equity Donald S. Tunnell 7.90
    Domini Impact Intern David J. Elliott 7.90