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Morningstar

Domini Impact Equity Investor DSEFX

Morningstar Analyst Rating
Quantitative rating as of | See Domini Investment Hub
  • NAV / 1-Day Return 28.05  /  1.09 %
  • Total Assets 893.1 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.11%
  • Turnover 6%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 10:55 PM GMT+00:00

Morningstar’s Analysis DSEFX

Will DSEFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DSEFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DSEFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DSEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Domini Impact Equity Investor earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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