Institutional Services
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Our lineup of socially responsible investment options for institutional investors includes the following:
We offer lower-cost Institutional shares of all Domini Funds to qualified endowments, foundations, religious organizations, nonprofit entities, individuals and certain corporate or similar institutions that meet the minimum investment requirements. The Domini Social Equity 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. For more information on our institutional services, please visit the areas below or send us an email.
Retirement Plan Administrators Foundations, Endowments & Not-for-profits
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. |
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