Domini Impact Equity Investor earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 27.23 / 0.29 %
- Total Assets 859.3 Mil
-
Adj. Expense Ratio
1.050%
- Expense Ratio 1.050%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.11%
- Turnover 6%
Morningstar’s Analysis DSEFX
Will DSEFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Dec 31, 2022
- Equity Holdings 341
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Usd
5.55
45,258,844
Cash and Equivalents