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Morningstar

Domini Sustainable Solutions Inv CAREX

Morningstar Medalist Rating
Medalist Rating as of | See Domini Investment Hub
  • NAV / 1-Day Return 14.72  /  −0.20 %
  • Total Assets 34.2 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 39%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis CAREX

Will CAREX outperform in 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 CAREX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAREX 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 CAREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Domini Sustainable Solutions Inv's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAREX

More CAREX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc

5.02 1.7 Mil
Technology

Munchener Ruckversicherungs-Gesellschaft AG

4.07 1.4 Mil
Financial Services

International Business Machines Corp

3.56 1.2 Mil
Technology

CrowdStrike Holdings Inc Class A

3.55 1.2 Mil
Technology

Wolters Kluwer NV

3.29 1.1 Mil
Industrials

GSK PLC

3.11 1.1 Mil
Healthcare

Autodesk Inc

3.08 1.1 Mil
Technology

Schneider Electric SE

2.89 986,623
Industrials

ASML Holding NV ADR

2.86 974,156
Technology

STMicroelectronics NV

2.85 970,097
Technology