Domini Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-4.497.8718.52-12.6113.06
    Category Average-2.087.1519.93-11.3511.88
    Assets for Each Yr*1.561.682.291.942.15
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 13.06 6.56 4.46

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,151 mil $2,500 1.55 98.45
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 35.97 0.94 Average
    International Stock 4.7 56.70 1.26 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.69 1.91
    Apple Inc* Technology 29.90 1.52
    Alphabet Inc A* Technology 10.39 1.23
    Ferguson PLC* Industrials 15.95 0.94
    Koninklijke Ahold Delhaize NV* Consumer Defensive -3.45 0.86
    Visa Inc Class A* Financial Services 33.38 0.57
    Procter & Gamble Co* Consumer Defensive 30.04 0.51
    The Home Depot Inc* Consumer Cyclical 28.15 0.43
    Merck & Co Inc* Healthcare 12.60 0.41
    Thermo Fisher Scientific Inc* Healthcare 20.53 0.22
    Costco Wholesale Corp* Consumer Defensive 35.11 0.22
    Jazz Pharmaceuticals PLC* Healthcare 4.07 0.21
    Salesforce.com Inc* Technology 10.66 0.21
    Aegon NV* Financial Services -9.44 0.20
    Texas Instruments Inc* Technology 29.74 0.20
    Nike Inc B* Consumer Cyclical 9.09 0.20
    Autodesk Inc* Technology 11.96 0.19
    Atlassian Corporation PLC A* Technology 58.52 0.18
    Cree Inc* Technology 10.11 0.16
    Lowe's Companies Inc* Consumer Cyclical 16.83 0.15

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Fund Name Expense Ratio Analyst Report  
    Domini Impact Bond Investor 0.87 --
    Domini Impact Equity Investo 1.10 --
    Domini Impact International 1.41 --

    Highest Expenses | More
    08-23-19

    Fund Name Expense Ratio Analyst Report  
    Domini Impact International 1.41 --
    Domini Impact Equity Investo 1.10 --
    Domini Impact Bond Investor 0.87 --

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Intern David J. Elliott 10.30
    Domini Impact Bond I Campe Goodman 4.60
    Domini Impact Equity Carole M. Laible 0.70

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Equity Carole M. Laible 0.70
    Domini Impact Bond I Campe Goodman 4.60
    Domini Impact Intern David J. Elliott 10.30