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Funds Overview
Domini’s
family of no-load, socially and environmentally responsible mutual
funds includes investment options for each major asset class (stocks,
bonds and cash), making it possible for an investor to build a socially
responsible portfolio that fits his or her particular investment
objectives. Investment options have low initial investment minimums
($1,000/$500 through its Automatic Investment Plan/$250 for IRAs).
It also offers traditional, Roth and Education IRA accounts, as
well as UGMA/UTMAs.
Domini Social Equity Fund
Symbol: DSEFX
Net assets: $1.1 billion as of 6-30-02
The nation’s oldest and largest socially
and environmentally screened index fund. The fund offers core stock
market exposure through the Domini 400 Social IndexSM, an index
of 400, primarily large capitalization domestic stocks that have
passed a comprehensive set of social and environmental screens.
Qualified non-profits, endowments and foundations may invest in
the Domini Institutional Social Equity FundSM.
Domini Social Bond Fund
Symbol: DSBFX
Net assets: $29.7 million as of 6-30-02
An intermediate-term, investment-grade bond
fund that offers an opportunity to invest in a socially screened
portfolio of fixed-income securities while also investing in underserved
communities. A portion of the fund’s assets is invested in
community economic development initiatives.
Domini Money Market Account
Assets: $53.2 million as of 6-30-02
An FDIC-insured account with ShoreBank,
the nation’s oldest and largest community development bank.
Assets earn a competitive rate of interest while being used to rebuild
struggling communities in the U.S. Features daily liquidity, safety
of principal, free transfers, free check-writing and no fees.
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