Domini Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-4.497.8718.52-12.619.46
    Category Average-2.077.0719.85-11.349.48
    Assets for Each Yr*1.561.682.291.942.13
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 9.46 8.83 4.61

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,130 mil $2,500 1.80 98.20
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 34.76 0.94 Average
    International Stock 4.1 58.97 1.26 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 6.27 0.72 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 16.16 1.63
    Alphabet Inc A* Technology 17.37 1.31
    CNH Industrial NV* Industrials 18.78 0.56
    Pfizer Inc* Healthcare -2.57 0.53
    Verizon Communications Inc* Communication Services 3.65 0.49
    Bank of America Corporation* Financial Services 16.84 0.46
    Intel Corp* Technology 15.35 0.44
    AT&T Inc* Communication Services 8.69 0.42
    Comcast Corp Class A* Communication Services 15.92 0.33
    Walt Disney Co* Consumer Cyclical 0.31 0.33
    PepsiCo Inc* Consumer Defensive 7.94 0.32
    Citigroup Inc* Financial Services 24.38 0.27
    Amgen Inc* Healthcare -1.08 0.25
    Adobe Inc* Technology 14.81 0.23
    Salesforce.com Inc* Technology 19.38 0.21
    Broadcom Inc* Technology 15.49 0.21
    International Business Machines * Technology 24.19 0.21
    Accenture PLC A* Technology 17.91 0.19
    Bristol-Myers Squibb Company* Healthcare -4.58 0.17
    Square Inc A* Technology 34.18 0.17

    Best 5-Year Relative Performance | More
    03-20-19

    Worst 5-Year Relative Performance | More
    03-20-19

    Lowest Expenses | More
    03-20-19

    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
    03-20-19

    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
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Intern David J. Elliott 9.90
    Domini Impact Bond I Campe Goodman 4.20
    Domini Impact Equity Carole M. Laible 0.30

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Equity Carole M. Laible 0.30
    Domini Impact Bond I Campe Goodman 4.20
    Domini Impact Intern David J. Elliott 9.90