Domini Impact Equity Fund - Domini

Shareclass
Domini Impact Equity Fund Investor Shares (DSEFX)
Type
Open-end mutual fund
Manager
Sustainability mandate
Member of US-SIF

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Domini Impact Equity Fund - Domini

FUND COVERAGE
# of holdings194
% of assets100%
Score
54 / 100
Rank

53.7 percentile

Group: U.S. Large Cap Equity

Rank: #639 out of 1,373

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Procter & Gamble Co/The
         % of fund invested: 1.07%
         $USD invested: $12.19M
  • 2. Marriott International Inc/MD
         % of fund invested: 0.21%
         $USD invested: $2.35M
  • 3. Bank of America Corp
         % of fund invested: 1.07%
         $USD invested: $12.25M
  • 4. Welltower Inc
         % of fund invested: 0.39%
         $USD invested: $4.45M
  • 5. Mondelez International Inc
         % of fund invested: 0.23%
         $USD invested: $2.58M
  • 6. Mastercard Inc
         % of fund invested: 1.32%
         $USD invested: $15.07M
  • 7. Citigroup Inc
         % of fund invested: 0.34%
         $USD invested: $3.85M
  • 8. JPMorgan Chase & Co
         % of fund invested: 2.34%
         $USD invested: $26.81M
  • 9. Accenture PLC
         % of fund invested: 0.49%
         $USD invested: $5.64M
  • 10. PepsiCo Inc
         % of fund invested: 0.58%
         $USD invested: $6.6M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 0.12%
         $USD invested: $1.32M
  • 2. Shopify Inc
         % of fund invested: 0.44%
         $USD invested: $4.99M
  • 3. Vertiv Holdings Co
         % of fund invested: 0.32%
         $USD invested: $3.63M
  • 4. Super Micro Computer Inc
         % of fund invested: 0.11%
         $USD invested: $1.3M
  • 5. Old Dominion Freight Line Inc
         % of fund invested: 0.1%
         $USD invested: $1.11M
  • 6. Steel Dynamics Inc
         % of fund invested: 0.08%
         $USD invested: $861,936
  • 7. AppLovin Corp
         % of fund invested: 0.36%
         $USD invested: $4.09M
  • 8. Nucor Corp
         % of fund invested: 0.12%
         $USD invested: $1.38M
  • 9. Charter Communications Inc
         % of fund invested: 0.05%
         $USD invested: $597,335
  • 10. Cintas Corp
         % of fund invested: 0.19%
         $USD invested: $2.14M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Domini Impact Equity Fund - Domini

Totals

Holdings
Assets
Weight
Prisons
8.0
$200.39M
18%
     Prisons high risk
1.0
$830,148
0.07%
     Private prisons
0.0
$0
0%
Borders
11.0
$205.71M
18%
     Borders high risk
1.0
$508,898
0.04%
Total
13.0
$220.82M
19%
Full fund results

Holdings — 13 flagged holdings

1.
Alphabet Inc
Prisons
Borders
$66.55M
5.82%
Prisons
Borders :
$66.55M
5.82%
2.
Microsoft Corp
Prisons
Borders
$62.46M
5.46%
Prisons
Borders :
$62.46M
5.46%
3.
Amazon.com Inc
Prisons
Borders
$45.2M
3.95%
Prisons
Borders :
$45.2M
3.95%
4.
Costco Wholesale Corp
Prisons
$14.28M
1.25%
Prisons
$14.28M
1.25%
5.
Thermo Fisher Scientific Inc
Prisons
Borders
$7.5M
0.66%
Prisons
Borders :
$7.5M
0.66%
6.
Salesforce Inc
Borders
$6.74M
0.59%
Borders :
$6.74M
0.59%
7.
AT&T Inc
Borders
$6.36M
0.56%
Borders :
$6.36M
0.56%
8.
Accenture PLC
Borders
$5.64M
0.49%
Borders :
$5.64M
0.49%
9.
General Motors Co
Prisons
Borders
$2.7M
0.24%
Prisons
Borders :
$2.7M
0.24%
10.
Ingersoll Rand Inc
Borders
$1.18M
0.1%
Borders :
$1.18M
0.1%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer