Domini Impact Equity Fund

Shareclass
Domini Impact Equity Institutional (DIEQX)
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

FUND COVERAGE
# of holdings266
% of assets99%
Score
56 / 100
Rank

87.1 percentile

Group: U.S. Large Cap Equity

Rank: #190 out of 1,462

Grade
A

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

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 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. International Flavors & Fragrances Inc
         % of fund invested: 0.05%
         $USD invested: $610,465
  • 2. AstraZeneca PLC ADR
         % of fund invested: 0.64%
         $USD invested: $7.1M
  • 3. GSK PLC ADR
         % of fund invested: 0.23%
         $USD invested: $2.53M
  • 4. National Grid PLC ADR
         % of fund invested: 0.21%
         $USD invested: $2.36M
  • 5. Sanofi SA ADR
         % of fund invested: 0.34%
         $USD invested: $3.73M
  • 6. Procter & Gamble Co
         % of fund invested: 1.14%
         $USD invested: $12.7M
  • 7. Novo Nordisk AS ADR
         % of fund invested: 0.71%
         $USD invested: $7.91M
  • 8. Biogen Inc
         % of fund invested: 0.06%
         $USD invested: $623,806
  • 9. L'Oreal SA ADR
         % of fund invested: 0.32%
         $USD invested: $3.56M
  • 10. Haleon PLC ADR
         % of fund invested: 0.14%
         $USD invested: $1.59M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.62%
         $USD invested: $6.93M
  • 2. Vertiv Holdings Co Class A
         % of fund invested: 0.15%
         $USD invested: $1.62M
  • 3. Old Dominion Freight Line Inc Ordinary Shares
         % of fund invested: 0.1%
         $USD invested: $1.07M
  • 4. PACCAR Inc
         % of fund invested: 0.15%
         $USD invested: $1.66M
  • 5. Steel Dynamics Inc
         % of fund invested: 0.06%
         $USD invested: $614,448
  • 6. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 0.26%
         $USD invested: $2.94M
  • 7. Nucor Corp
         % of fund invested: 0.09%
         $USD invested: $1.01M
  • 8. Central Japan Railway Co ADR
         % of fund invested: 0.06%
         $USD invested: $642,389
  • 9. Charter Communications Inc Class A
         % of fund invested: 0.11%
         $USD invested: $1.25M
  • 10. Cintas Corp
         % of fund invested: 0.23%
         $USD invested: $2.58M

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
Member of USSIF
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies - Women and minorities represented in management positions; open work environment for minority groups.  More
US-SIF member fund managers: want to update your statement?  Contact us




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Domini Impact Equity Fund

Totals

Holdings
Assets
Weight
Prisons
8
$205.21M
18%
     Prisons high risk
1
$729,779
0.07%
     Private prisons
0
$0
0%
Borders
12
$219.78M
20%
     Borders high risk
2
$1.65M
0.15%
Total
15
$237.65M
21%
Full fund results

Holdings — 15 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$89.46M
8.05%
Prisons
Borders :
$89.46M
8.05%
2.
Amazon.com Inc
Prisons
Borders
$50.81M
4.57%
Prisons
Borders :
$50.81M
4.57%
3.
Alphabet Inc Class A
Prisons
Borders
$44.9M
4.04%
Prisons
Borders :
$44.9M
4.04%
4.
Costco Wholesale Corp
Prisons
$14.85M
1.34%
Prisons
$14.85M
1.34%
5.
Salesforce Inc
Borders
$8.6M
0.77%
Borders :
$8.6M
0.77%
6.
AT&T Inc
Borders
$7.02M
0.63%
Borders :
$7.02M
0.63%
7.
Accenture PLC Class A
Borders
$6.34M
0.57%
Borders :
$6.34M
0.57%
8.
Thermo Fisher Scientific Inc
Borders
$5.1M
0.46%
Borders :
$5.1M
0.46%
9.
RELX PLC ADR
Borders
$3.39M
0.3%
Borders :
$3.39M
0.3%
10.
Target Corp
Prisons
$1.53M
0.14%
Prisons
$1.53M
0.14%
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