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Retirement Plan Administrators
As socially and environmentally responsible investing becomes more popular, a growing number of plan sponsors are including socially responsible investment options in their defined contribution or defined benefit retirement plans. Increasingly, plan participants look to their employers to make socially responsible investment alternatives available, as a concrete sign of the company’s overall focus on corporate social responsibility. In turn, companies are beginning to find that satisfying this employee demand is a valuable tool in their employee retention efforts.
Domini offers the following funds for use in retirement plans:
Domini Social Equity Fund®
The Domini Social Equity Fund invests primarily in stocks of U.S. companies that meet Domini Social Investments’ social and environmental standards. Subject to these standards, Wellington Management Company, LLP, the Fund’s submanager, seeks to add value using a diversified quantitative stock selection approach, while managing risk through portfolio construction. The Fund further promotes corporate social responsibility through its proxy voting policies, the sponsorship of shareholder resolutions, and direct dialogue with corporations in the portfolio.
The Domini Social Equity Fund has been selected as the socially responsible fund option for the retirement plans of Fortune 500 companies, public entities, and nonprofit organizations. The Fund is available in Class R shares for certain qualified retirement plans. See the Fund’s current prospectus or call 1-800-762-6814 for more information.
Domini International Social Equity FundSM
The Domini International Social Equity Fund helps social investors achieve broad international diversification and access a world of investment opportunity, while using their investment dollars to encourage corporate responsibility.
Domini Social Bond Fund®
The Domini Social Bond Fund offers a unique fixed-income choice for retirement plans. With a primarily investment-grade intermediate-term portfolio of bonds and other fixed-income securities, the Fund can serve as a core fixed-income holding for many investors. A portion of the Fund’s assets are invested in community economic development initiatives.
The Domini Funds are available through most major retirement platforms, including Ameriprise Financial, Ameritrade, Charles Schwab, Datalynx (Fiserv), Etrade, FAFN, Fidelity, Financial West Group, ING, JPMorgan, Lincoln Financial, LPL, Merrill Lynch, Manulife/John Hancock, NFS (Fidelity), Pershing, RBC Dain, Scudder, Smith Barney, TD Waterhouse (National Investor Services), T. Rowe Price, UBS, Wachovia/Prudential/AG Edwards, and Wells Fargo.
For more information, contact our Institutional Services group by email.
The Domini Funds are not insured and are subject to market risks. Investment return, principal value, and yield will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost. You may lose money.
The Domini Social Bond Fund is not insured and is subject to market risks, including interest rate and credit risks. During periods of rising interest rates, bond funds can lose value. The Domini Social Bond Fund currently holds a large percentage of its portfolio in mortgage-backed securities. During periods of falling interest rates, mortgage-backed securities may prepay the principal due, which may lower the Fund’s return by causing it to reinvest at lower interest rates. Some of the Domini Social Bond Fund's community development investments may be unrated and carry greater credit risks than its other investments.
Investing internationally involves special risks, such as currency fluctuations, social and economic instability, differing securities regulations and accounting standards, limited public information, possible changes in taxation, and periods of illiquidity.
A 2.00% redemption fee is charged on sales or exchanges of shares made less than 30 days after settlement of purchase or acquisition through exchange, with certain exceptions. See the prospectus for further information.