Domini Social Equity Inv DSEFX
-
Social Responsibility and Fund Performance
… certainly can help or hurt short-term fund performance in certain market environments. A good example is the Domini Social Equity DSEFX fund, which until 2006 tracked the KLD 400 Social Index. That index excludes many energy and industrial stocks for environmental …
-
Portfolio help please
… MRSLX MRGLX MVUSX MMIEX BEQGX MBCLX FCNTX TWCUX RGAEX MSVSX PRNHX MIEDX Wife's IRA YAFFX 5.2% of her funds Wife's ROTH DSEFX 2.3% of her funds Total 99k Vanguard Taxable total 47K VWELX 11% VMMXX 67% VFICX 11% VBIIX 11% Any help would be appreciated …
-
DSEFX Domini Social Equity Inv Fund Analysis, Report, Research, 5 Star Rating – Morningstar
The 1.23% expense ratio for Investor shares is above average for no-load large-cap funds, giving Wellington a higher hurdle to clear in order to add value.Domini's social screens are very thorough, and the firm is very open about the criteria it uses.A respectable long-term record.The switch to
-
An Appealing Idea Does Not Necessarily Make for a Good Fund
… roles here, too. Even when a fund may pass such tests, it's worth checking back in from time to time. Domini Social Equity DSEFX , run by one of the most experienced and active firms in the socially aware arena, had an expense ratio of 0.95% in 2006 …
-
Please Please help me with my 401K
Hi, I am a novice with Funds and would like help with choosing the right funds in my 401K plan. I have about 100K in my plan. I am 40 years old and would like a have a Aggressive / Growth portfolio. Here is the list of funds that are available to me in the 401K plan. LARGE CAP VALUE UMBIX,MALVX,JIQVX,PAFDX,BEGRX,RWMFX LARGE CAP BLEND DSEFX ,JILPX, NYVTX, RICFX LARGE CAP GROWTH SAGYX,JIBCX,JICPX,RGAFX MID CAP VALUE JEMUX,JIMSX,FRSGX SMALL CAP VALUE RYPNX,JESVX SMALL CAP BLEND JISOX SMALL CAP GROWTH VISGX,GTSAX,VEXPX,JESGX MULTI CAP BLEND JEQAX INTERNATIONAL GLOBAL VALUE JIIOX,OGLYX BALANCED RLBFX INDEX FUNDS JESIX,JEIEX,JECIX,JETSX,JEINX,JEBNX SECTOR VGENX,PASTX,JESTX,JEFSX, PRHSX,JIREX,MMUHX HIGH YIELD BONDS SAHYX GLOBAL BOND PADMX FIXED INCOME PARRX,PTRAX,RPSIX,JESNX Thanks Poonam
-
DSEFX Domini Social Equity Inv Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Expense ratio rose to 1.15% from 0.95% with the switch to active management, giving Wellington a higher hurdle to clear in order to add value.Domini's social screens are very thorough, and the firm is very open about the criteria it uses.A respectable long-term record.The switch to active
-
Find The Right Socially Responsible Fund
… relations); and each actively uses shareholder advocacy and community development to promote its goals. Domini Social Equity DSEFX , Parnassus Equity Income PRBLX, and Citizens Core Growth WAIDX are these shops' largest funds. There are also a number of …
-
Putting Faith in Religious Mutual Funds
… environmental records. In many respects, these funds are not too different from nonreligious SRI funds such as Domini Social Equity DSEFX , which follows similar principles and is now subadvised by Wellington. The MMA Praxis funds-- MMA Praxis Core Stock MMPGX …
-
SRI Funds Are No More Immune to Change than Other Funds
… Change at Domini Social Equity In late May Domini announced plans to alter the manager and strategy at Domini Social Equity DSEFX . Specifically, the firm proposed switching from a SSgA team to a team from Wellington Management and from a passive to an …
-
Don't Expect These ETFs to Spark a Price War
… by about 0.20 percentage points, and is less expensive than the biggest socially responsible fund, Domini Social Equity DSEFX . However, it's about double the cost of peer Vanguard Calvert Social Index VCSIX. When you factor in commission costs …