Morningstar

Domini Impact International Equity Inv DOMIX

Morningstar Medalist Rating
Medalist Rating as of | See Domini Investment Hub
  • NAV / 1-Day Return 9.56  /  −0.31 %
  • Total Assets 839.0 Mil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.330%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.83%
  • Turnover 90%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0

Morningstar’s Analysis DOMIX

Will DOMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DOMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DOMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DOMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lowering of People Pillar rating is the primary driver of Domini Impact International Equity Inv's downgrade to a Morningstar Medalist Rating of Negative from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DOMIX

More DOMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

4.53 36.4 Mil
Healthcare

Novartis AG Registered Shares

3.90 31.4 Mil
Healthcare

Recruit Holdings Co Ltd

2.34 18.8 Mil
Communication Services

MS&AD Insurance Group Holdings Inc

2.31 18.6 Mil
Financial Services

3i Group Ord

2.15 17.3 Mil
Financial Services

InterContinental Hotels Group PLC

2.11 17.0 Mil
Consumer Cyclical

Banco Santander SA

2.04 16.4 Mil
Financial Services

Bayerische Motoren Werke AG

1.87 15.0 Mil
Consumer Cyclical

Goodman Group

1.81 14.6 Mil
Real Estate

ABB Ltd

1.77 14.3 Mil
Industrials

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