Domini Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return9.62-4.497.8718.52-0.67
    Category Average6.90-2.077.0719.85-1.38
    Assets for Each Yr*1.541.561.682.292.37
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.67 5.89 9.35

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,368 mil $2,500 4.27 95.73
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.9 35.21 0.98 Average
    International Stock 4.3 58.11 1.35 Average
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 6.68 0.78 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-25-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology -2.93 1.47
    Alphabet Inc A* Technology -2.89 1.29
    PepsiCo Inc* Consumer Defensive -14.98 1.03
    Prudential Financial Inc* Financial Services -6.36 1.02
    Mastercard Inc A* Financial Services 14.28 0.99
    Ross Stores Inc* Consumer Cyclical -2.16 0.98
    Walgreens Boots Alliance Inc* Consumer Defensive -8.63 0.97
    Cummins Inc* Industrials -7.60 0.93
    Intel Corp* Technology 11.96 0.92
    International Business Machines * Technology -3.90 0.92
    Unum Group* Financial Services -11.30 0.84
    Consolidated Edison Inc* Utilities -6.88 0.83
    Facebook Inc A* Technology -9.50 0.81
    Gilead Sciences Inc* Healthcare 3.04 0.81
    Robert Half International Inc* Industrials 9.40 0.80
    Applied Materials Inc* Technology -3.68 0.79
    Amazon.com Inc* Consumer Cyclical 24.86 0.79
    Quest Diagnostics Inc* Healthcare 3.67 0.74
    AT&T Inc* Communication Services -6.89 0.72
    Merck & Co Inc* Healthcare 6.82 0.71

    Best 5-Year Relative Performance | More
    04-25-18

    Worst 5-Year Relative Performance | More
    04-25-18

    Lowest Expenses | More
    04-25-18

    Fund Name Expense Ratio Analyst Report  
    Domini Impact Bond Investor 0.93 --
    Domini Impact Equity Investo 1.14 02-09-18
    Domini Impact International 1.46 --

    Highest Expenses | More
    04-25-18

    Fund Name Expense Ratio Analyst Report  
    Domini Impact International 1.46 --
    Domini Impact Equity Investo 1.14 02-09-18
    Domini Impact Bond Investor 0.93 --

    Longest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Equity Donald S. Tunnell 9.00
    Domini Impact Intern David J. Elliott 9.00
    Domini Impact Bond I Campe Goodman 3.30

    Shortest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Domini Impact Bond I Campe Goodman 3.30
    Domini Impact Equity Donald S. Tunnell 9.00
    Domini Impact Intern David J. Elliott 9.00