Domini Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return9.62-4.497.8718.52--
    Category Average6.90-2.077.0719.852.20
    Assets for Each Yr*1.541.561.682.292.29
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 18.53 6.89 11.29

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,286 mil $2,500 4.56 95.44
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 38.26 0.98 Average
    International Stock 5.0 55.05 1.35 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 6.70 0.78 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 11.58 1.32
    Alphabet Inc A* Technology 7.34 1.30
    PepsiCo Inc* Consumer Defensive -1.72 1.24
    Prudential Financial Inc* Financial Services 6.18 1.19
    Apple Inc* Technology 4.11 1.13
    Consolidated Edison Inc* Utilities -6.98 1.11
    International Business Machines * Technology 6.80 1.06
    PACCAR Inc* Industrials 6.88 1.06
    Gilead Sciences Inc* Healthcare 12.02 1.02
    Cummins Inc* Industrials 3.35 1.01
    Quest Diagnostics Inc* Healthcare 3.23 0.92
    Merck & Co Inc* Healthcare 10.31 0.92
    Unum Group* Financial Services 1.18 0.91
    Walgreens Boots Alliance Inc* Consumer Defensive 4.70 0.90
    Intel Corp* Technology -6.54 0.89
    Applied Materials Inc* Technology 6.61 0.87
    Sysco Corp* Consumer Defensive 2.22 0.84
    Comcast Corp Class A* Communication Services 4.81 0.81
    IDEXX Laboratories Inc* Healthcare 12.61 0.80
    Colgate-Palmolive Co* Consumer Defensive -0.04 0.76

    Best 5-Year Relative Performance | More
    01-16-18

    Worst 5-Year Relative Performance | More
    01-16-18

    Lowest Expenses | More
    01-16-18

    Fund Name Expense Ratio Analyst Report  
    Domini Impact Bond Investor 0.93 --
    Domini Impact Equity Investo 1.14 02-15-17
    Domini Impact International 1.46 --

    Highest Expenses | More
    01-16-18

    Fund Name Expense Ratio Analyst Report  
    Domini Impact International 1.46 --
    Domini Impact Equity Investo 1.14 02-15-17
    Domini Impact Bond Investor 0.93 --

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Equity Donald S. Tunnell 8.70
    Domini Impact Intern David J. Elliott 8.70
    Domini Impact Bond I Campe Goodman 3.00

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Bond I Campe Goodman 3.00
    Domini Impact Equity Donald S. Tunnell 8.70
    Domini Impact Intern David J. Elliott 8.70