In this update we highlight our investments and engagements are working to make progress on forests, climate change strategies, racial diversity, and more.
Our Q3 Impact Update is Now Available
In this update we highlight our investments and engagements are working to make progress on forests, climate change strategies, racial diversity, and more.
Investing for Good®
Join the growing number of investors who align their money with their values.
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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 09/30/23, these securities represented the following percentages of the Domini Impact Equity Fund’s portfolio: Banco do Brasil SA [0.05%]; Chubb Ltd [0.32%]; Citigroup Inc [0.29%]; Cloudfare Inc [0.06%]; Huntington Bancshares Inc [0.05%]; International Paper Co [0.05%]; Mondi PLC [0.03%]; M&T Bank Corp [0.08%]; Shopify Inc [0.24%]; Truist Financial Corp [0.15%]; Unilever PLC [0.47%]; U.S. Bancorp [0.19%]; WestRock Co [0.03%]. These securities represented the following percentages of the Domini International Opportunities Fund’s portfolio: BNP Paribas [1.07%]; GPT Group [0.07%]; Mondi PLC [0.12%]; Smurfit Kappa Group [0.13%]; Svenska Cellulosa AB [0.13%]; Unilever PLC [1.82%]. These securities represented the following percentages of the Domini Impact International Equity Fund portfolio: Banco do Brasil SA [0.46%]; BNP Paribas [1.85%]; Solvay S.A. [0.45%] Unilever PLC [<0.01%]. These securities represented the following percentages of the Domini Impact Bond Fund’s portfolio: CitiGroup Inc [0.66%]; City of Toronto Canada [0.25%]; Klabin Austria GmbH [0.38%]. 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.
Morningstar ESG Commitment Level Methodology: To arrive at the Morningstar ESG Commitment Level for a given asset manager, Morningstar analysts evaluate three key pillars: Philosophy & Process, Resources, and Active Ownership. Each pillar is scored and then rolled into the overall ESG Commitment Level by weighting them as follows: Philosophy & Process: 40% Resources: 30% and Active Ownership: 30%. Morningstar ESG Commitment Level – Leader: In this fourth installment of the ESG Commitment Level landscape, 15 firms were new additions to coverage including Domini who earned an inaugural rating of Leader. Out of the 108 asset managers evaluated, 8 earned a Morningstar ESG Commitment Level of Leader. In most cases, these firms have focused on sustainable investing (formerly known as responsible investing) since day one, and this philosophy remains core to their identities today. These firms operate from a shared belief that sustainability goals go hand-in-hand with long-term financial return, and this is reflected at all levels of the organization. ©2023 Morningstar, Inc. All rights reserved.
For more information and to read the full methodology and report visit the Morningstar website. Morningstar periodically releases updated reports, it is not based on a set schedule. Unless otherwise provided in a separate agreement, you may use this report only in the country in which its original distributor is based. The information, data, analyses, and opinions presented in the report do not constitute investment advice; are provided solely for informational purposes and therefore are not an offer to buy or sell a security; and are not warranted to be correct, complete, or accurate. The opinions expressed are as of the date written and are subject to change without notice. Except as otherwise required by law, Morningstar shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses, or opinions or their use. The information contained in the report is the proprietary property of Morningstar and may not be reproduced, in whole or in part, or used in any manner, without the prior written consent of Morningstar. To license the research, call +1 312 696-6869.
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. 10/23
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