Morningstar

Domini Impact Equity Fund Investor Shares DSEFX

Morningstar Medalist Rating
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Medalist Rating as of See Domini Investment Hub
  • NAV / 1-Day Return $42.19  /  +0.57 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 1.040%
  • Net Expense Ratio 1.010%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.23%
  • Turnover Ratio 51%
NAV and 1-Day Return as of

Morningstar’s Analysis DSEFX

Will DSEFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DSEFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSEFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DSEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Domini Impact Equity Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings DSEFX

More DSEFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.31 88M
Technology

Apple Inc

6.59 79M
Technology

Alphabet Inc Class A

5.64 68M
Communication Services

Microsoft Corp

4.34 52M
Technology

Broadcom Inc

3.68 44M
Technology

Amazon.com Inc

3.56 43M
Consumer Cyclical

Micron Technology Inc

3.51 42M
Technology

Eli Lilly and Co

2.35 28M
Healthcare

Visa Inc Class A

1.94 23M
Financial Services

SanDisk Corp Ordinary Shares

1.80 22M
Technology

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