Domini Impact Equity Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Domini Impact Equity Fund Investor Shares DSEFX
- NAV / 1-Day Return 39.95 / −1.72 %
- Total Assets 1.2B
-
Adj. Expense Ratio
1.040%
- Expense Ratio 0.980%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.20%
- Turnover 21%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis DSEFX
Will DSEFX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DSEFX 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 DSEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.41 | 78M | Technology |
Apple Inc | 6.72 | 71M | Technology |
Alphabet Inc Class A | 5.28 | 56M | Communication Services |
Microsoft Corp | 5.01 | 53M | Technology |
Amazon.com Inc | 3.67 | 39M | Consumer Cyclical |
Broadcom Inc | 3.56 | 38M | Technology |
JPMorgan Chase & Co | 2.02 | 21M | Financial Services |
Visa Inc Class A | 1.90 | 20M | Financial Services |
Mastercard Inc Class A | 1.72 | 18M | Financial Services |
Tesla Inc | 1.65 | 17M | Consumer Cyclical |
United States