Domini Impact Investments LLC ( “ Domini ” ), a firm focused entirely on impingement investing for decades, manages DSEFX using two investment management strategies :
- The “U.S. Core” strategy, normally about 90% of the portfolio, seeks to invest in a diversified portfolio of mid- to large-capitalization companies that demonstrate strong social and environmental performance relative to their peers, as determined by Domini.
- The “Thematic Solutions” strategy, typically about 10% of the portfolio, seeks to invest in solution-oriented companies across the full market capitalization spectrum. It focuses on themes that the world needs today including the transition to a low-carbon future, the development of sustainable communities, access to clean water, support for the transition to sustainable agriculture and food systems, financial inclusion, support for small-business development, and empowering sustainable economic growth.
DSEFX ’ s top 1 % annual rank as of June 30, 2020 was among 1,458 funds. Its three-year rate in the exceed 13 % among 1,277 funds was besides hard. The 5-year rank was 57 % among 1,054 funds, and the 10-year social station was 68 % among 805 funds .
Morningstar calculates Category % Rank based on a fund ’ s risk-adjusted entire return percentile rank relative to all funds in the same class. The highest ( or most favorable ) percentile crying is 1 and the lowest ( or least favorable ) percentile rank is 100.
About Domini Impact Investments LLC
Domini Impact Investments LLC is an SEC-registered investment adviser specializing entirely in affect investing. Domini serves person and institutional investors who wish to create positive social and environmental outcomes while seeking competitive fiscal returns. Domini applies social, environmental and administration standards to all its investments, believing they help identify opportunities to provide solid fiscal rewards to its fund shareholders while besides helping to create a more good and sustainable economic system.
Past performance is no guarantee of future results. Before investing, consider the Fund’s investment objectives, risks, charges and expenses. Contact us at www.domini.com or by calling 1-800-582-6757 for a prospectus containing this and other important information. Read it carefully. The Domini Impact Equity Fund is not insured and is subject to market, holocene events, shock endow, portfolio management, information, and mid- to large-capitalization companies risks. You may lose money.
Domini Impact Investments LLC is the Fund ’ second investment coach. The Fund is subadvised by an unaffiliated entity. DSIL Investment Services LLC, Distributor, member FINRA. 07/20
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