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IRA Difference – Mail

Retire and inspire a greater greener world. For over 25 years, our investments have always been made with the intention to generate positive, measurable environmental and social impact alongside a financial return. For us, impact investing isn’t a trend; it’s a tradition. Learn how your retirement funds can help make a difference—for people, planet, and … Continued

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 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 foreign investing, geographic focus, country, currency, impact investing, portfolio management, and information risks. An investment in the Domini Sustainable Solutions Fund is subject to 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 foreign investing and emerging markets, geographic focus, country, currency, impact investing, and portfolio management 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 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 judgement 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.

Please consult a professional adviser for tax, investment, and legal advice, as Domini and its employees may not provide any advice. The above information is not intended as, and should not be considered tax advice, and is presented as general information only. Please refer to IRS Publications 590-A (IRA contributions) and 590-B (IRA withdrawals), and the Domini IRA Disclosure Statement and Custodial Account Agreement for Traditional IRA and SEP IRA, Roth IRA, or SIMPLE IRA with regard to IRA contribution and withdrawal rules. The information concerns federal income tax matters. State and local income tax law and rules also may apply.

The Domini Funds are only offered for sale in the United States. DSIL Investment Services LLC, Distributor, Member FINRA. Domini Impact Investments LLC is each Fund’s investment manager. The Funds are subadvised by unaffiliated entities. 11/22