|
Past
performance is no guarantee of future results. Each Fund’s returns quoted on
this website represent past performance after all expenses. Economic and
market conditions change, and both will cause investment return, principal
value, and yield to fluctuate so that an investor’s shares, when redeemed,
may be worth more or less than their original cost. Current performance may
be lower or higher than the performance data quoted. For performance
information current to the most recent month-end, call 1-800-762-6814 (for
individual investors), 1-800-498-1351 (for financial advisors) or
1-212-217-1100 (for institutional investors).
The
Domini Social Equity Portfolio Class A shares, Domini PacAsia Social Equity
Portfolio Class A shares, and Domini European PacAsia Social Equity Portfolio
Class A shares are each subject to a front-end sales charge of up to 4.75%.
Each Domini Fund charges a 2.00% redemption fee on sales or exchanges of
shares made less than 30 days after the settlement of purchase or acquisition
through exchange, with certain exceptions. See the applicable prospectus for further information.
The performance tables included on this website do not reflect the
deduction of taxes that a shareholder would pay on Fund distributions or the
redemption of Fund shares. Total return is based on each Fund’s net asset
values and assumes all dividends and capital gains were reinvested. An
investment in any of the Domini Funds is not a bank deposit and is not
insured. You may lose money. Certain fees payable by the Funds were waived
during the period, and each Fund’s average annual total returns would have
been lower had these not been waived.
The Domini Social Bond Fund is not insured and is subject
to market risks, including interest rate and credit risks. During periods of
rising interest rates, bond funds can lose value. The Domini Social Bond Fund
currently holds a large percentage of its portfolio in mortgage-backed
securities. During periods of falling interest rates, mortgage-backed
securities may prepay the principal due, which may lower the Fund’s return by
causing it to reinvest at lower interest rates. Some of the Domini Social
Bond Fund's community development investments may be unrated and carry
greater credit risks than its other investments.
Investing
internationally involves special risks, such as currency fluctuations, social
and economic instability, differing securities regulations and accounting
standards, limited public information, possible changes in taxation, and
periods of illiquidity.
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. You can also contact us
to receive other information on the funds, including an Annual Report, Semi-Annual Report, and Statement of Additional Information
("SAI").
Please
note that whether a fund is load or no-load, certain fees and
expenses apply to a continued investment, and are described
in each Fund's prospectus. The composition of
the Funds' portfolios are subject to change.
The
Standard & Poor's (S&P) 500 Index, and the MSCI Europe Index are
unmanaged indexes of common stocks. The Lehman Brothers Intermediate
Aggregate Index is an unmanaged index of intermediate- duration fixed-income
securities. Investors cannot invest directly in an Index.
Unlike
other mutual funds, with the exception of the Domini Social Bond Fund, the
Domini Funds each seek to achieve their investment objective by investing all
of their investable assets in a separate trust with an identical investment
objective, as follows: the Domini Social Equity Fund, Domini Social Equity
Portfolio, and the Domini Institutional Social Equity Fund each invest in the Domini Social Equity
Trust; the Domini European Social Equity Fund and Domini European Social
Equity Portfolio invest in the Domini European Social Equity Trust; the
Domini PacAsia Social Equity Fund and
the Domini PacAsia Social Equity Portfolio each invest in the Domini PacAsia
Social Equity Trust; the Domini European PacAsia Social Equity Fund and the Domini European
PacAsia Social Equity Portfolio each invest in the Domini European PacAsia
Social Equity Trust. The composition of the trusts are subject to change
without notice.
The Domini Money Market Account is
not a mutual fund.
Unlike a mutual fund, the rate of return for the Domini Money Market Account
is determined by ShoreBank and will vary from time to time. The Domini Funds
are not affiliated with any bank and are not insured by the FDIC. The Domini
Money Market Account is subject to certain FDIC insurance limits of $200,000
per depositor.
It is
important to remember that your asset allocation and investment objective may
or may not make the Domini Funds suitable investment choices for you. The
content on this website is not intended for and should not be considered to
be investment advice.
Products
and Services mentioned on this site may not be available in all states.
Please seek the advice of professionals, as appropriate, regarding the
evaluation of any specific information, opinion, advice or other content.
Shares of
the Domini Funds are distributed by DSIL Investment Services LLC
("DSILD"). DSILD and ShoreBank are not affiliated.
Important Notice for Non-U.S. Investors
Shares of the Domini funds are offered for sale only in the United States.
You may obtain information about our funds at this website, but our funds are
not registered for offering in any other country. We mail prospectuses and
other information to U.S. addresses only, and we can accept new account
requests from U.S. addresses only.
Nothing
on this website shall be considered a solicitation to buy or an offer to sell
a security to any person in any jurisdiction where such offer, solicitation,
purchase or sale would be unlawful under the securities laws of such
jurisdiction.
Calculator
Disclaimer and Legal Information
The calculators provided on this website are intended to assist you in your
financial planning, but are not intended to serve as your only basis for
making investment decisions, and are not intended as investment advice. The
results are hypothetical and are for illustrative purposes only. Actual
results may vary. These results do not constitute a recommendation to buy or
sell investments. For more complete guidance on your particular financial
situation, consult a tax or financial advisor.
Domini
Social Investments has licensed the calculators on this website through VisualCalc.
These calculators are provided on an "as is" basis and without any
warranty or representation of any kind. To the fullest extent possible
pursuant to applicable law, VisualCalc and Domini Social Investments
disclaim all warranties, expressed or implied, including the warranties of
merchantability, fitness for a particular purpose, and non-infringement. VisualCalc
and Domini Social Investments does not make any representations regarding the
use, validity, accuracy, or reliability of, or the results of the use of, or
otherwise respecting, these calculators.
As a
condition of use of this website, you agree to indemnify Domini Social
Investments, VisualCalc and their respective affiliates and suppliers
from and against any and all liabilities, expenses (including attorney's and
expert's fees) and damages arising out of claims resulting from the operation,
content or use of this website, including calculators, or for any actions
taken or not taken in reliance thereon.
Copyright
Policy
The contents of the Domini sites on the Internet are protected by applicable
copyright laws. No permission is granted to copy, distribute, modify, post or
frame any text, graphics, video, audio, software code, or user interface
design, trademarks, or logos.
ALL
INFORMATION AND CONTENT ON THE DOMINI WEBSITES ARE SUBJECT TO APPLICABLE
STATUTES AND REGULATIONS, FURNISHED "AS IS", WITHOUT WARRANTY OF
ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES
OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.
Domini
Social Investments®, Domini Social Bond Fund®, Domini Money Market Account®,
The Way You Invest Matters®, and domini.com® are registered service marks of
Domini Social Investments LLC. Domini Institutional Social
Equity FundSM, Domini
European Social Equity FundSM, Domini PacAsia Social Equity FundSM, and Domini European PacAsia Social Equity
FundSM are service
marks of Domini Social Investments LLC.
The Domini Community Impact Gradient, the Domini
Global Investment Standards and the Domini Proxy Voting Guidelines are © 2007
Domini Social Investments LLC. All rights reserved.
Copyright
© 1997-2007 by Domini Social Investments LLC. All rights reserved. No portion
of this material may be reproduced or transmitted in any form or by any
means, electronic or mechanical, including photocopying, recording, or by any
information storage and retrieval system, without the express, written
permission of Domini Social Investments.
|