Domini Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return27.559.62-4.497.876.59
    Category Average25.656.90-2.077.075.87
    Assets for Each Yr*1.321.541.561.681.82
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.59 5.58 8.77

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,816 mil $2,500 4.46 95.54
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 48.03 0.99 Average
    International Stock 4.2 43.83 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 8.14 0.78 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-21-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 7.48 2.38
    Merck & Co Inc* Healthcare 5.93 1.86
    Amazon.com Inc* Consumer Cyclical 19.82 1.74
    Consolidated Edison Inc* Utilities 8.28 1.57
    Alphabet Inc A* Technology 8.39 1.57
    Intel Corp* Technology 0.85 1.53
    PepsiCo Inc* Consumer Defensive 9.13 1.48
    Gilead Sciences Inc* Healthcare -7.21 1.43
    Cummins Inc* Industrials 7.25 1.39
    MetLife Inc* Financial Services -4.12 1.36
    Prudential Financial Inc* Financial Services 2.25 1.29
    Sysco Corp* Consumer Defensive -4.53 1.21
    Verizon Communications Inc* Communication Services -9.32 1.15
    Edwards Lifesciences Corp* Healthcare 4.34 1.13
    F5 Networks Inc* Technology -5.65 1.09
    Masco Corp* Basic Materials 9.23 1.06
    Unum Group* Financial Services 4.07 1.00
    Robert Half International Inc* Industrials -2.79 0.99
    Southwest Airlines Co* Industrials 11.82 0.97
    Apple Inc* Technology 23.33 0.88

    Best 5-Year Relative Performance | More
    04-21-17

    Worst 5-Year Relative Performance | More
    04-21-17

    Lowest Expenses | More
    04-21-17

    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
    04-21-17

    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
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Equity Donald S. Tunnell 8.00
    Domini Impact Intern David J. Elliott 8.00
    Domini Impact Bond I Campe Goodman 2.30

    Shortest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Bond I Campe Goodman 2.30
    Domini Impact Equity Donald S. Tunnell 8.00
    Domini Impact Intern David J. Elliott 8.00