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Socially and environmentally concerned investors have social, as well as financial, objectives. The Domini Social Equity Portfolio seeks to meet these objectives by offering a diversified stock portfolio for long-term capital appreciation that is consistent with social and environmental priorities.
Download a Prospectus in PDF.

Fund Highlights
All data as of 3/31/2008. Note: On November 30, 2006, the Domini Social Equity Portfolio, formerly an index fund, transitioned to an active management strategy.
Symbol: DSEPX

Fund Type: Diversified large-cap equity, socially screened.

Inception Date
5/1/05

Minimum Initial Investment
$2,500 ($1,500 for IRAs)
$1,500 Automatic investment plan

Net Assets
$1.57 Million

Expense Ratio
1.13% annually

Dividends
Semi-annual

Capital Gains
Annual

Initial Sales Fee
Up to 4.75%
More information about Sales Charges & Breakpoints Newspaper Listings
N/A

CUSIP Number
257130104

Investment ObjectiveThe Domini Social Equity Fund seeks to provide its shareholders with long-term total return that matches t

 

Investment Objective
The Domini Social Equity Portfolio Class A seeks to provide its shareholders with long-term total return.

 

Investment Strategy*
The Domini Social Equity Portfolio invests primarily in stocks of U.S. companies subject to Domini Social Investments’ social and environmental standards. Wellington Management Company, LLP, the Fund’s submanager, seeks to add value using a diversified quantitative stock selection approach, while managing risk through portfolio construction.

 

Management
The Fund's Investment Advisor and Sponsor is Domini Social Investments LLC.

Portfolio Submanager: Wellington Management Company, LLP.

 

Shareholder Activism
The Fund also advances its social and environmental objectives through proxy voting, dialogue with corporations, and the filing of shareholder resolutions.

 

Social and Environmental Standards
To determine which securities are eligible for investment by the Fund, Domini will evaluate current and potential holdings against its social and environmental standards based on the businesses in which corporations are engaged and the quality of their relations with communities, customers, ecosystems, employees, investors, and suppliers. Domini may determine that a security is eligible for investment even if a corporation’s profile reflects a mixture of positive and negative social and environmental characteristics.

 

Investor Profile
Who Should Invest:
Investors seeking long-term growth of capital.
Investors committed to the Fund's socially responsible investment standards.

 

Who Should Not Invest:
Investors unwilling or unable to accept moderate to significant fluctuations in share price.

1Until November 30, 2008, Domini Social Investments LLC has contractually agreed to waive certain fees and/or reimburse certain expenses, including management fees, so that the Fund's expenses will not exceed, on a per annum basis, 1.15% of its average daily net assets.

 

*The Fund pursues its investment objective by investing in the Domini Social Equity Trust (the “Portfolio”), another mutual fund with the same investment objective and strategy as the Fund. References to the Domini Social Equity Portfolio include the Portfolio, unless the context otherwise requires.

 

Past performance is no guarantee of future results.

 

The Domini Social Equity Portfolio is not insured and is subject to market risks. You may lose money. The composition of the Fund's portfolio is subject to change.

 

 

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You should consider the Domini Funds' investment objectives, risks, charges, and expenses carefully before investing. View or order a copy of the Funds' current prospectus for more complete information on these and other topics. Please read the prospectus carefully before investing or sending money.

For more information about the Domini Funds or to speak with a shareholder representative, call 1-800-498-1351. DSIL Investment Services LLC, Distributor.

Important Legal Information        Notice for Non-U.S. Investors
© 1997-2007 Domini Social Investments LLC. All rights reserved.