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Domini Impact Equity Institutional DIEQX

Medalist Rating as of | See Domini Investment Hub
  • NAV / 1-Day Return 35.47  /  +0.74 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.81%
  • Turnover 9%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:12 PM GMT+0

Morningstar’s Analysis DIEQX

Will DIEQX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Domini Impact Equity Institutional to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings DIEQX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.47 90.1 Mil
Technology

Apple Inc

6.79 72.2 Mil
Technology

NVIDIA Corp

6.05 64.3 Mil
Technology

Alphabet Inc Class A

4.47 47.6 Mil
Communication Services

Amazon.com Inc

4.44 47.3 Mil
Consumer Cyclical

Broadcom Inc

1.91 20.3 Mil
Technology

Tesla Inc

1.55 16.5 Mil
Consumer Cyclical

Visa Inc Class A

1.39 14.8 Mil
Financial Services

Novo Nordisk A/S ADR

1.38 14.7 Mil
Healthcare

Mastercard Inc Class A

1.26 13.4 Mil
Financial Services