Domini Social Investment Trust Social Equity Fund

Scorecard
4 / 5 Stars
Lipper
3 3 5 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 28.07 percent over the past year, 14.84 percent over the past three years, 18.67 percent over the past five years, and 6.89 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 8.9%
1 Year 28.1%
3 Years (Annualized) 14.8%
5 Years (Annualized) 18.7%
10 Years (Annualized) 6.9%

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Summary

The investment seeks to provide its shareholders with long-term total return. The fund primarily invests in the equity securities of mid- and large-capitalization U.S. companies. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities and related investments with similar economic characteristics. It may also invest in companies organized or traded outside the U.S. (or in equivalent shares such as ADRs). Domini evaluates the fund's potential investments against its social and environmental standards based on the businesses in which they engage, as well as on the quality of their relations with key stakeholders.

Fees

Fees are Above Average compared to funds in the same category.
Domini Social Investment Trust Social Equity Fund has an expense ratio of 0.80 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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