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Domini Social Investments (DSEPX)
General Fund Information
PO Box 9785 Providence, RI 02940
Category:Domestic Equity Funds
Assets: ($ millions)$8.2

Account min.:$2,500
Reinvest. min.:$100
IRA account min.:$1,500
IRA reinvest min.:100.00
Max. defer. load: 
Max. front load:4.75%
Avg. P/E:23.35
Avg. P/B:5.46
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Domini Social Equity Fund seeks long-term total return, primarily investing in U.S. companies. Domini evaluates the Fundís current and potential holdings against its social and environmental standards based on the businesses in which they engage, as well as on the quality of their relations with key stakeholders, including communities, customers, ecosystems, employees, investors, and suppliers.
Social Issues01/31/18
Shareholder activism:YES
Community investment:NO
Human rights:P
Products and Services:P
Animal testing:-
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Encourages shareholders to support community development through a bank deposit program called the Domini Money Market Account at South Shore Bank.

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 
Basic Industries4.47% 
Cap. Goods & Tech.17.56% 
Consumer Cyclicals10.00% 
Consumer Non-Cyclicals21.45% 
Fund Performance01/31/18
Year to date: 5.18%
Year to date: 5.18%
1 Year: 18.92%
Annualized returns:
3 Year: 8.74%
5 Year: 12.68%
10 Year:  
Since inception: 14.12%
Inception date: 11/28/08
Bear Market: -16.11%
Bear Market Period:     —    
MPT Statistics01/31/18
Alpha 3YR:-5.68
Alpha 5YR:-3.58
Beta 3YR:1.04
Beta 5YR:1.06
R. Squared 3YR:90.71
R. Squared 5YR:91.18
Sharpe 3YR:0.75
Sharpe 5YR:1.17
Std. Dev. 3YR:10.51
Std. Dev. 5YR:10.51
Sectors Pie Chart 
Sector Distribution Chart


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