Prospectus and Fund Documents
View or download the Domini Funds’ prospectus and other documents below. If you would like any of these documents mailed to you, free of charge, call 1-800-762-6814 (Monday to Friday, 9 a.m. - 6 p.m. EST) or fill out our online Request Information form.
Many of the documents listed below are in PDF format. To view these documents, you will need Adobe Reader software, version 4.0 or higher. If you don’t have Adobe Reader, you can download it for free at Adobe’s website.
Domini Funds Prospectus
The Domini Funds’ prospectus (dated November 30, 2013) covers all Funds and share classes. The prospectus includes information on the Funds’ investment objectives and strategies; an overview of Domini’s social and environmental standards; details on the Funds’ risks, fees and expenses; and a shareholder manual.
Additional Fund Documents
Annual & Semi Annual Reports
Our Fund reports are issued in September (Annual) and March (Semi-Annual), and cover all Funds and share classes. The reports provide performance commentaries, detailed information about our holdings, and financial information about the operation of the Funds. In each report, we also highlight the social impact of our investments.
Fund Fact Sheets
Domini's Fund Fact Sheets provide a quarterly review of performance, investment objectives, and other fund characteristics and statistics. In addition to conventional investment objectives, we include information about each Fund's social and environmental goals.
Domini's Performance Commentaries provide a detailed quarterly review of the Funds’ financial performance.
Social Impact Updates
Domini engages in direct dialogue with corporations in our portfolios and files shareholder proposals on a broad range of social, environmental, and corporate governance issues. Shareholder activism — the practice of active ownership — lies at the heart of what we believe socially responsible investing is all about. Download our quarterly Social Impact Updates, detailing these efforts, below.
Domini Social Bond Fund Information Statement
The purpose of this Information Statement is to provide shareholders of the Domini Social Bond Fund with information regarding a new submanagement agreement triggered by a change in control of the Fund’s submanager, Seix Investment Advisors LLC (“Seix”). Pursuant to the new submanagement agreement, Seix has been engaged, with the approval of the Board of Trustees of the Fund, to continue to serve as the submanager for the Fund under the same terms and conditions as under the Fund’s prior submanagement agreement.