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Domini Social Investments (DSBFX)
General Fund Information
PO Box 9785 Providence, RI 02940
(800) 762-6814www.domini.com
Category:Fixed Income Funds
Style:Intermediate
Assets: ($ millions)$145.0

Account min.:$2,500
Reinvest. min.:$100
IRA account min.:$1,500
IRA reinvest min.:100.00
Type:High Quality
Expenses:0.85%
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate:2.54
Fund Description
The Domini Social Bond Fund seeks a high level of current income and total return by investing in bonds and other debt instruments that meet the Fund's social and environmental criteria. The Fund normally invests at least 85% of assets in intermediate-term, investment-grade fixed-income securities, including government agency, corporate, mortgaged-backed and asset-backed securities, taxable municipal bonds, and U.S. dollar-denominated bonds issued by non-U.S. entities. The Fund seeks to invest up to 10% of its assets in debt instruments and other investments that promote community economic development.
Social Issues11/30/17
Shareholder activism:YES
Community investment:NO
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:NO
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance11/30/17
Year to date: 3.37%
Year to date: 3.37%
1 Year: 3.48%
Annualized returns:
3 Year: 2.05%
5 Year: 1.54%
10 Year: 3.26%
Since inception: 4.22%
Inception date: 06/01/00
Bear Market: 4.03%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:-0.51
Alpha 5YR:-0.48
Beta 3YR:0.74
Beta 5YR:0.64
R. Squared 3YR:88.07
R. Squared 5YR:85.46
Sharpe 3YR:0.58
Sharpe 5YR:0.49
Std. Dev. 3YR:2.71
Std. Dev. 5YR:2.71
Sectors Pie Chart 
No fund sectors available

 

 
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