Domini European Social Equity A 536 Broadway 7th Floor New York NY 10012-3915 Map
Phone: 800-498-1351
| Category: | Europe Stock | | Fund Family: | Domini | | Net Assets: | 3.88M | | Year-to-Date Return: | -16.04% | | Yield: | 3.76% | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Oct-05 |
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Doris T. Dwyer
Lead Manager since
03-Oct-05 | | | Dwyer is a vice president and equity portfolio manager of Wellington Management. She has been a portfolio manager with the firm since 1998. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,500 | | Min Initial Investment, AIP: | $1,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term total return. The fund invests at least 80% of assets in equity securities and related investments of European companies. It primarily invests in mid- to large-capitalization companies with a market capitalization at the time of purchase between $2 and $10 billion, or greater than $10 billion, respectively. All of the holdings are subject to Domini Social Investments' social and environmental standards. |
| Last Dividend
(11-Jun-08):
| 0.26 | | Last Cap Gain
(12-Dec-07):
| 1.53 | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 110.56% |
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| Expense | DEEPX | Category Avg | | Total Expense Ratio: | %
| 1.63% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,302 | $733 | | 5 Yr Expense Projection*: |
$1,999 | $1,139 | | 10 Yr Expense Projection*: |
$3,844 | $2,229 |
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