In our latest Impact Update, we highlight recent efforts to ensure companies and policymakers are prioritizing the well-being, safety, and rights of all stakeholders. From advocating for binding policies on workers’ rights and protections for human rights defenders, to promoting access to affordable medicine and sustainable growth of data centers—we continue to use our voice as investors to help build a more just and sustainable future, one in which we can all thrive together.
Even one investment contribution can help create a greener tomorrow if invested in the right mutual fund. That’s because mutual funds pool money together from a group of investors. Even individual investors can make a difference when they contribute money to a mutual fund that chooses to invest in companies who have environmental and social standards.
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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 9/30/24, these securities represented the following percentages of the Domini Impact Equity Fund’s portfolio: Amazon.com, Inc. [3.87%]; NIKE, Inc. (Class B) [0.32%]; Schneider Electric SE (ADR) [0.45%]. As of 9/30/24, these securities represented the following percentages of the Domini International Opportunities Fund’s portfolio: adidas AG [0.45%]; PUMA SE [0.05%]; Sandoz Group AG [0.19%]; Schneider Electric SE [1.55%]. This security represented the following percentage of the Domini Sustainable Solutions Fund’s portfolio: Schneider Electric SE [3.94%]. These securities represented the following percentages of the Domini Impact International Equity Fund’s portfolio: adidas AG [1.90%]; Dr. Reddy’s Laboratories Ltd. [0.11%]; Schneider Electric SE [0.07%]. These issuers/borrowers represented the following percentages of the Domini Impact Bond Fund’s portfolio: Aligned Data Centers [0.55%]; Sabey Data Centers [0.04%]; Vantage Data Centers [0.66%]. 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: 386 funds in the last three years. The Fund received a Morningstar Rating™ of 4 stars for the 3-year period ended September 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.
MMI/Barron’s Industry Awards Methodology: The annual MMI/Barron’s Industry Awards recognize innovation and leadership in the investment advisory solutions industry. Now in their 16th year, the Awards celebrate outstanding achievement and honor firms that have raised the bar by delivering superior solutions for financial advisors and investors over the past year. Nominations were reviewed and evaluated by the specially-appointed MMI Industry Awards Steering Council. The Steering Council consist of representatives from all segments of the Money Management Institute (MMI) membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. Winners will be determined by an online vote of designated contacts at each MMI member firm. This process ensures that all member firms are equally represented in the final voting process. Award winners will be announced at the 2024 MMI Annual Conference on October 16, 2024.
Women to Watch Awards Methodology: InvestmentNews’ annual Women to Watch Awards The recognizes and celebrates the incredible contributions of women in the financial advice profession who are making a significant impact on their clients, colleagues, and community. The Women to Watch Awards team conducts research and draws on knowledge and information gained through InvestmentNews to support and supplement nominations received and to ensure that no one deserving of recognition is missed. “Excellence Awardees” (shortlisted Finalists), in each category, are determined from both pools of information. All Excellence Awardees are then invited to finalize their detailed nomination form (“submission”). All submissions from Excellence Awardees are forwarded to the independent judging panel comprising mortgage and finance industry leaders and senior representatives. The panel assesses and votes for their winners in each category according to the relevant category criteria. Using a simple points system to aggregate judges’ votes, the finalist with the top score in a category is named the winner. Winners will be announced at the Women to Watch Awards event on November 6, 2024.
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 Impact Equity Fund℠, Domini International Opportunities Fund℠, Domini Sustainable Solutions 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. 10/24
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