Skip to Content
Morningstar

Domini Impact Equity Y DSFRX

Morningstar Medalist Rating
Medalist Rating as of | See Domini Investment Hub
  • NAV / 1-Day Return 33.12  /  −0.42 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.69%
  • Turnover 9%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis DSFRX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Domini Impact Equity Y to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DSFRX

More DSFRX Holdings
  • 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