In this update we highlight our investments and engagements are helping make critical progress on worker safety, insulin affordability, protecting the land of Indigenous People, and more.
Our Q2 Impact Update is Now Available
In this update we highlight our investments and engagements are helping make critical progress on worker safety, insulin affordability, protecting the land of Indigenous People, and more.
Before investing, consider each Fund’s investment objectives, risks, charges and expenses. Contact us at 1.800.582.6757 for a prospectus containing this and other important information. Read it carefully.
An investment in the Domini Funds is not a bank deposit, is not insured, and is subject to certain risks, including loss of principal. An investment in 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. An investment in the Domini International Opportunities Fund is subject to certain risks, including foreign investing, geographic focus, country, currency, impact investing, portfolio management, and information risks. An investment in 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. An investment in 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. An investment in 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 the Fund’s exposure to certain issuers, industries, sectors, regions, and countries and may impact the relative financial performance of the 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 judgment about Fund investments does not produce the desired results. 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 06/30/23, these securities represented the following percentages of the Domini Impact Equity Fund’s portfolio: Alphabet Inc [4.75%]; Apple Inc. [8.85%]; Microsoft Corp [7.90%]; Nvidia Corp [3.63%]; Novo Nordisk A/S [0.94%]; Sanofi SA [0.44%]; Insulet Corp [0.07%]; PPG Industries Inc [0.13%]; The Sherwin Williams Co [0.23%]; Dollar General Corp [0.14%]; Chubb Ltd [0.29%]; The Hartford Financial Services Group [0.8%]. These securities represented the following percentages of the Domini International Opportunities Fund’s portfolio: Novo Nordisk A/S [3.56%]; Umicore Group [0.08%]; Symrise AG [0.19%]; Carrefour SA [0.16%]. These securities represented the following percentages of the Domini Impact International Equity Fund portfolio: Novo Nordisk A/S [3.42%]; Sanofi SA [0.36%]; Solvay SA [0.40%]; Carrefour SA [<0.01%]. These securities represented the following percentages of the Domini Impact Bond Fund’s portfolio: Apple [0.58%]; Microsoft Corp [0.29%]; Insulet Corp [0.21%]; Lendbuzz Securitization Trust [0.79%]. As of 06/30/23, the following company was not held by any of the Domini Funds: Evonik Industries AG and the following company was not approved for investment and therefore not held by any of the Domini Funds: Eli Lilly And Co. 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 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 © 2006-2023 by Domini Impact Investments LLC. All rights reserved. 7/23