Domini Impact Equity Fund Investor Shares (DSEFX)

Overview

The company operates as an investment fund, primarily focusing on equity securities and related investments with economic characteristics similar to equities, such as derivative instruments including futures and options. A distinctive feature of its investment strategy is the commitment to invest at least 80% of its net assets, in addition to any borrowings for investment purposes, into these financial instruments. Moreover, the fund places significant emphasis on environmental, social, and sustainability criteria when evaluating investment opportunities. This approach showcases the fund's dedication to not only seeking financial returns but also promoting positive environmental and social outcomes through its investments.

Products and Services

• Equity Securities Investment

This service involves the allocation of a major portion of the fund's assets into stocks and other equity instruments. Investors benefit from the potential growth in value of these securities, which are selected based on rigorous assessment of companies' performances, market positions, and potential for future growth.

• Derivative Instruments Investment

The fund engages in investments in futures, options, and other derivative instruments that have similar economic characteristics to equity securities. These instruments are used to hedge against potential losses in the fund’s portfolio, manage risk, or speculate on various financial outcomes, providing the fund with flexibility in achieving its investment objectives.

• Focus on Environmental and Social Factors

Investment decisions are also influenced by how well a company scores on environmental and social governance (ESG) criteria. The fund actively seeks to invest in companies that demonstrate a strong commitment to sustainability solutions. This approach not only aligns with the growing demand for responsible investments but also contributes to positive societal impact alongside financial returns.