Mutual Funds Center
Domini Social Equity A (DSEPX)
General Fund Information
Domini Social Investments
PO Box 9785  
Providence RI 02940
(800) 762-6814
Category:Domestic Equity Funds
Assets: ($ millions)$7.5

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:23.07
Avg. P/B:5.38
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 Issues07/31/18
Shareholder activism:YES
Community investment:NO
Human rights:P
Products and Services:P
Animal testing:-
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:Encourages shareholders to support community development through a bank deposit program called the Domini Money Market Account at South Shore Bank.

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance07/31/18
  Fund Return Percentile Rank *
Year to date: 3.04% 68
1 Year: 10.36% 72
Annualized returns:
3 Year: 7.04% 81
5 Year: 9.17% 73
10 Year:  
Since inception: 13.11% 17
Inception date: 11/28/08  
Bear Market: -16.11%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics07/31/18
Alpha 3YR:-5.16
Alpha 5YR:-3.82
Beta 3YR:1.03
Beta 5YR:1.03
R. Squared 3YR:90.06
R. Squared 5YR:90.87
Sharpe 3YR:0.57
Sharpe 5YR:0.83
Std. Dev. 3YR:10.44
Std. Dev. 5YR:10.44
Sector Distribution 
Basic Industries4.47% 
Cap. Goods & Tech.17.56% 
Consumer Cyclicals10.00% 
Consumer Non-Cyclicals21.45% 

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