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Domini Social Investments (DSFRX)
General Fund Information
PO Box 9785 Providence, RI 02940
(800) 762-6814www.domini.com
Category:Domestic Equity Funds
Style:Value/Growth
Assets: ($ millions)$21.4

Account min.: 
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses:0.76%
Max. defer. load: 
Max. front load: 
Avg. P/E:24.25
Avg. P/B:5.39
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 Issues10/31/17
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
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 
Basic Industries4.47% 
Cap. Goods & Tech.17.56% 
Consumer Cyclicals10.00% 
Consumer Non-Cyclicals21.45% 
Energy2.47% 
Finance24.30% 
Miscellaneous7.81% 
Transportation2.79% 
Utilities9.15% 
Fund Performance10/31/17
Year to date: 12.64%
Year to date: 12.64%
1 Year: 19.70%
Annualized returns:
3 Year: 5.82%
5 Year: 12.28%
10 Year: 6.41%
Since inception: 7.15%
Inception date: 11/28/03
Bear Market: -15.93%
Bear Market Period:     —    
MPT Statistics10/31/17
Alpha 3YR:-4.75
Alpha 5YR:-3.27
Beta 3YR:1.03
Beta 5YR:1.06
R. Squared 3YR:90.18
R. Squared 5YR:90.88
Sharpe 3YR:0.51
Sharpe 5YR:1.15
Std. Dev. 3YR:10.44
Std. Dev. 5YR:10.44
Sectors Pie Chart 
Sector Distribution Chart

 

 
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