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Morningstar

Domini Impact Equity A DSEPX

Morningstar Medalist Rating
Medalist Rating as of | See Domini Investment Hub
  • NAV / 1-Day Return 30.91  /  0.42 %
  • Total Assets 949.0 Mil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.41%
  • Turnover 9%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:47 PM GMT+0

Morningstar’s Analysis DSEPX

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

People Pillar

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

Domini Impact Equity A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DSEPX

More DSEPX Holdings
  • Current Portfolio Date
  • Equity Holdings 336
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 37.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.08
72,027,362
Technology

Microsoft Corp

7.62
67,968,661
Technology

Alphabet Inc Class A

5.37
47,894,760
Communication Services

Amazon.com Inc

4.32
38,540,242
Consumer Cyclical

NVIDIA Corp

3.88
34,585,185
Technology

Tesla Inc

2.59
23,145,100
Consumer Cyclical

Usd

1.39
12,406,866
Cash and Equivalents

Visa Inc Class A

1.38
12,305,535
Financial Services

Procter & Gamble Co

1.29
11,541,172
Consumer Defensive

Broadcom Inc

1.26
11,223,628
Technology