Domini Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return27.559.62-4.497.878.89
    Category Average25.656.90-2.077.077.35
    Assets for Each Yr*1.321.541.561.681.88
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 8.89 6.20 9.35

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,875 mil $2,500 4.59 95.41
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 46.51 0.99 Average
    International Stock 4.2 45.63 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 7.86 0.78 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 32.79 1.55
    Prudential Financial Inc* Financial Services 2.41 1.33
    PepsiCo Inc* Consumer Defensive 13.41 1.33
    Alphabet Inc A* Technology 25.34 1.32
    Consolidated Edison Inc* Utilities 13.30 1.31
    PACCAR Inc* Industrials -1.22 1.19
    Apple Inc* Technology 33.66 1.14
    Intel Corp* Technology 1.44 1.12
    Gilead Sciences Inc* Healthcare -9.20 1.08
    Applied Materials Inc* Technology 41.62 1.07
    Cummins Inc* Industrials 16.11 1.04
    Walgreens Boots Alliance Inc* Consumer Defensive -0.92 1.03
    Sysco Corp* Consumer Defensive -0.51 1.01
    Merck & Co Inc* Healthcare 11.08 1.01
    Unum Group* Financial Services 3.46 1.01
    F5 Networks Inc* Technology -12.13 0.97
    Comcast Corp Class A* Communication Services 18.95 0.95
    Ross Stores Inc* Consumer Cyclical -2.93 0.94
    Fifth Third Bancorp* Financial Services -9.53 0.84
    Verizon Communications Inc* Communication Services -12.94 0.81

    Best 5-Year Relative Performance | More
    05-26-17

    Worst 5-Year Relative Performance | More
    05-26-17

    Lowest Expenses | More
    05-26-17

    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
    05-26-17

    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
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Equity Donald S. Tunnell 8.10
    Domini Impact Intern David J. Elliott 8.10
    Domini Impact Bond I Campe Goodman 2.40

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Bond I Campe Goodman 2.40
    Domini Impact Equity Donald S. Tunnell 8.10
    Domini Impact Intern David J. Elliott 8.10