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Morningstar

Domini Impact Equity Institutional DIEQX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 27.22  /  0.52 %
  • Total Assets 869.6 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.67%
  • Turnover 6%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 10:52 PM GMT+00:00

Morningstar’s Analysis DIEQX

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

People Pillar

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

Summary

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Domini Impact Equity Institutional earns a Morningstar Quantitative Rating of Neutral on the basis of subpar ratings in both the Process and Parent Pillars. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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