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Domini Impact Equity Institutional (DIEQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.84+0.45 (+1.35%)
At close: 08:01PM EDT

Domini Impact Equity Institutional

New York NY 10012-3915

536 Broadway, 7th Floor

Domini Social Investment Trust

Management Information
Carole M. Laible,Lead Manager since November 30, 2018
Carole M. Laible is the Chief Executive Officer of Domini (since 2016), and President of Domini Funds (since 2017). She previously served as the President of Domini from 2005 to 2015, Chief Operating Officer of Domini 2002 to 2011, and served as the Treasurer of the Domini Funds from 1997 through 2017.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyDomini
Net Assets1.06B
YTD Return8.77%
Yield0.78%
Morningstar Rating★★★
Inception DateNov 27, 2008

Fund Operations

Last Dividend0.07
Last Cap Gain42.00
Holdings Turnover9.00%
Average for CategoryN/A

Fees & Expenses

ExpenseDIEQXCategory Average
Annual Report Expense Ratio (net)1.09%0.99%
Prospectus Net Expense Ratio1.09%N/A
Prospectus Gross Expense Ratio1.34%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A