Domini Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-4.497.8718.52-12.617.81
    Category Average-2.087.1519.93-11.356.70
    Assets for Each Yr*1.561.682.291.942.06
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.81 5.57 3.79

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,062 mil $2,500 1.61 98.39
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 34.90 0.94 Average
    International Stock 4.7 57.63 1.26 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 31.18 1.72
    Alphabet Inc A* Technology 4.41 1.36
    Ferguson PLC* Industrials 14.69 0.88
    CNH Industrial NV* Industrials 6.10 0.60
    Visa Inc Class A* Financial Services 28.73 0.52
    Bank of America Corporation* Financial Services 14.61 0.47
    The Home Depot Inc* Consumer Cyclical 19.35 0.42
    Netflix Inc* Consumer Cyclical 28.31 0.29
    Citigroup Inc* Financial Services 30.58 0.28
    Broadcom Inc* Technology 11.79 0.22
    Salesforce.com Inc* Technology 10.49 0.22
    Costco Wholesale Corp* Consumer Defensive 28.09 0.20
    Nike Inc B* Consumer Cyclical 13.37 0.20
    Autodesk Inc* Technology 26.21 0.19
    American Tower Corp* Communication Services 32.69 0.17
    Lowe's Companies Inc* Consumer Cyclical 7.82 0.17
    Bristol-Myers Squibb Company* Healthcare -7.37 0.15
    Celgene Corp* Healthcare 50.48 0.13
    Intuit Inc* Technology 31.13 0.13
    Automatic Data Processing Inc* Industrials 26.62 0.12

    Best 5-Year Relative Performance | More
    06-13-19

    Worst 5-Year Relative Performance | More
    06-13-19

    Lowest Expenses | More
    06-13-19

    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
    06-13-19

    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
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Intern David J. Elliott 10.10
    Domini Impact Bond I Campe Goodman 4.40
    Domini Impact Equity Carole M. Laible 0.50

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Equity Carole M. Laible 0.50
    Domini Impact Bond I Campe Goodman 4.40
    Domini Impact Intern David J. Elliott 10.10