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Investment
Objective
The Domini Social Equity Fund seeks to provide its shareholders with
long-term total return.
Investment Strategy
The Domini Social Equity Fund invests primarily in stocks of U.S.
companies that meet Domini Social Investments’ social and environmental
standards. Subject to these 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.
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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
to assess the quality of a corporation’s 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.
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1Until November 30, 2010, 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, 1.18% of its average daily
net assets representing Class A shares, subject to earlier modification by
the Board of Trustees, which oversees the Funds.
Past
performance is no guarantee of future results.
The Domini Social Equity Fund 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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