Q2 2024 Impact Update Now Available

In our second quarter impact update, we highlight our focus on the intersection of AI, technology, and human rights, as we engage with companies to ensure ethical practices in the rapidly evolving tech landscape. We also discuss our efforts in advancing nutrition and sustainability through plant-based products, addressing both health and environmental concerns. Additionally, we delve into the pressing issues of child labor in the U.S. and the importance of tackling climate risk and promoting racial equity in farm and agriculture financing.

Read The Q2 2024 Impact Update

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Before investing, consider each Fund’s investment objectives, risks, charges and expenses. Contact us for a prospectus containing this and other important information. Read it carefully. 

An investment in the Domini Funds is not a bank deposit and is not insured. Investing involves risk, including possible loss of principal. The market value of Fund investments will fluctuate. The Domini Impact Equity Fund is subject to certain risks including impact investing, portfolio management, information, market, mid- to large cap companies’, and small-cap companies’ risks. The Domini International Opportunities Fund is subject to certain risks including foreign investing, geographic focus, country, currency, impact investing, and portfolio management risks. The Domini Sustainable Solutions Fund is subject to certain risks including sustainable investing, portfolio management, information, market, mid- to large-cap companies’ and small-cap companies’ risks. The Domini Impact International Equity Fund is subject to certain risks including foreign investing and emerging markets, geographic focus, country, currency, impact investing, portfolio management, and quantitative investment approach risks. 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. These risks may be heightened in connection with investments in emerging market countries. The Domini Impact Bond Fund is subject to certain risks including impact investing, portfolio management, style, information, market, interest rate and credit risks.

The Adviser’s evaluation of environmental and social factors in its investment selections and the timing of the Subadviser’s implementation of the Adviser’s investment selections will affect a Fund’s exposure to certain issuers, industries, sectors, regions, and countries and may impact the relative financial performance of a Fund depending on whether such investments are in or out of favor. The value of your investment may decrease if the Adviser’s or Subadviser’s judgement about Fund investments does not produce the desired results. A Fund may forego some investment opportunities including investments in certain market sectors that are available to funds that do not consider environmental and social factors in their investment selections. There is a risk that information used by the Adviser to evaluate environmental and social factors, may not be readily available or complete, which could negatively impact the Adviser’s ability to evaluate such factors and Fund performance.  

As of 06/30/2024, these securities represented the following percentages of the Domini Impact Equity Fund’s portfolio: AbbVie Inc [0.97%]; Accenture PLC [0.65%]; Alphabet Inc (Google) [4.53%]; Amazon Com Inc [4.04%]; Ben & Jerry (Unilever PLC Sponsored ADR) [0.43%]; Cisco Systems Inc [0.57%]; Costco Wholesale Corp [1.20%]; Intel Corp [0.43%]; International Business Machines Corp [0.51%]; Ford Motor Company [0.16%]; General Mills Inc [0.11%]; Merck + Co. Inc [1.00%] ; Microsoft Corp [7.60%]; Mondelez International Inc [0.28%]; Nvidia Corp [6.99%]; PepsiCo Inc [0.73%]; Starbucks Corp [0.27%]; Sysco Corp [0.11%]; Target Corp [0.22%]; Walgreens Boot Alliance Inc [0.03%]; Walt Disney Co/The [0.58%]; and Whole Foods (Amazon Com Inc) [4.04%]. These securities represented the following percentages of the Domini International Opportunities Fund’s portfolio: Carrefour SA [0.09%]; General Mills Inc [0.45%]; Sainsbury (J) PLC [0.07%]; and Unilever PLC Sponsored ADR [1.63%]. This security represented the following percentage of the Domini Sustainable Solutions Fund’s portfolio: Nvidia Corp [1.16%]. These securities represented the following percentages of the Domini International Impact Equity Fund’s portfolio: Ben & Jerry (Unilever PLC Sponsored ADR)[<0.01%]; Carrefour SA [<0.01%]; Grupo Bimbo SAB [<0.01%]; Marks + Spencer Group PLC [1.02%]; and Sainsbury (J ) PLC [1.17%]. These securities represented the following percentages of the Domini Impact Bond Fund’s portfolio: Federal Farm Credit Banks Funding Corp [3.87%] and Microsoft Corp [0.25%]. As of 06/30/2024, the following company is not held by any of the Domini Funds: The Dollar General Corp. The composition of each Fund’s portfolio is subject to change.

Nothing herein is to be considered a recommendation concerning the merits of any noted company, or an offer of sale or solicitation of an offer to buy shares of any Fund or company referenced herein. Such offering is only made by prospectus, which includes details as to the offering price and other material information.

The Morningstar RatingTM for funds, or “star rating”, is calculated for managed products mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed end (including funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. 

The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The Domini International Opportunities Fund Investor Shares was rated against the following numbers of Foreign Large Growth funds over the following time period: 383 funds in the last three years. The Fund received a Morningstar Rating™ of 4 stars for the 3-year period ended June 30, 2024, and has an Overall Morningstar Rating™ of 4 stars. 

©2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Methodology: Environmental Finance’s Sustainable Investment awards seek to recognize and reward the work of impact investors everywhere and highlight emerging pockets of best practice, across all asset classes and all geographies. Each year we put together an independent panel of industry experts who are chosen for their knowledge, objectivity, and credibility to judge the award entries. Any conflicts of interest are removed before the judges assess any entries. The judges are asked to read and assess each individual entry and submit a score. The scores from each judge are then reviewed and compared to decide each winner. Four high-quality nominees were put forward to the judges for this category – the “Boutique investment manager of the year – Americas.” 

The Domini Funds are only offered for sale in the United States. DSIL Investment Services LLC, Distributor, Member FINRA. Domini Impact Investments LLC is the Funds’ Adviser. The Funds are subadvised by unaffiliated entities.

Domini Impact Investments®, Domini®, Investing for Good®, and The Way You Invest Matters® are registered service marks of Domini. Domini International Opportunities Fund℠, Domini Sustainable Solutions Fund℠, Domini Impact Equity Fund℠, Domini Impact International Equity Fund℠, Domini Impact Bond Fund℠ are service marks of Domini. The Domini Impact Investment Standards is copyright © 2006-2024 by Domini Impact Investments LLC. All rights reserved. 7/24