Skip to Content

Domini Impact Equity Investor DSEFX

Medalist Rating as of | See Domini Investment Hub
  • NAV / 1-Day Return 34.46  /  +0.53 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • 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 0.37%
  • Turnover 9%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 10:55 PM GMT+0

Morningstar’s Analysis DSEFX

Will DSEFX 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 Investor to a Morningstar Medalist Rating of Negative.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DSEFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.35 82.6 Mil
Technology

Microsoft Corp

8.24 81.6 Mil
Technology

Alphabet Inc Class A

4.55 45.1 Mil
Communication Services

Amazon.com Inc

4.07 40.3 Mil
Consumer Cyclical

NVIDIA Corp

3.61 35.7 Mil
Technology

Tesla Inc

2.33 23.0 Mil
Consumer Cyclical

Broadcom Inc

1.53 15.1 Mil
Technology

Visa Inc Class A

1.39 13.7 Mil
Financial Services

Usd

1.24 12.3 Mil
Cash and Equivalents

Mastercard Inc Class A

1.20 11.8 Mil
Financial Services