CAREX
Domini Sustainable Solutions Fund
Domini Investment Trust
Expense ratio1
1.30%
Net assets2
$45.44M
Holdings2
46
Category
International Equity
2025 return3
13.65%

Investment objective & strategy

As of Nov. 21, 2025 · prospectus

Objective. The Fund seeks to provide its shareholders with long-term total return.

Strategy. Under normal circumstances, the Fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of companies that demonstrate a commitment to sustainability solutions. For purposes of the Funds 80% policy, a company demonstrates a commitment to sustainability solutions if the Adviser determines, based on its analysis, that the company provides, invests in or creates products or services that seek to help: Accelerate the transition to a low-carbon future , including through renewable energy, distributed generation, off-grid solutions, energy storage, electric vehicles, energy management solutions, energy-efficient technologies, or related financial services; Contribute to the development of sustainable and resilient communities , including through energy-efficient transportation systems, affordable and/or resilient housing, … Under normal circumstances, the Fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of companies that demonstrate a commitment to sustainability solutions. For purposes of the Funds 80% policy, a company demonstrates a commitment to sustainability solutions if the Adviser determines, based on its analysis, that the company provides, invests in or creates products or services that seek to help: Accelerate the transition to a low-carbon future , including through renewable energy, distributed generation, off-grid solutions, energy storage, electric vehicles, energy management solutions, energy-efficient technologies, or related financial services; Contribute to the development of sustainable and resilient communities , including through energy-efficient transportation systems, affordable and/or resilient housing, sustainable infrastructure solutions, green buildings and materials, or related real estate investments; Promote a circular economy with sustainable production and consumption, including through efficient usage of natural resources, products using recycled or recyclable materials, products with longer life cycles, or solutions for product life cycle extension; Provide access to clean water , including through water infrastructure, affordable water services, water treatment solutions, plumbing and flow-control equipment, or water harvesting or conservation solutions; Support more sustainable food and agricultural systems , including through production or access to healthy, organic, plant-based, and/or fair-trade food, resource-efficient agriculture, support for small-scale farming, or the reduction of food waste; Promote societal health and well-being , including through vaccines or other preventative health care solutions, diagnostics, medicines, innovative medical equipment or technologies, or solutions related to consumer health, nutrition, fitness or safety; Broaden financial inclusion and/or promote sustainable finance , including through improvement of, or access to, capital, banking, insurance, investment, or other financial products or services; or Bridge the digital divide and/or support sustainable information and communication systems , including through access to information and communication technologies/services, education, training, or job placement, communications or network infrastructure, cybersecurity solutions, or related enterprise technology solutions. A company that demonstrates a commitment to sustainability solutions is also evaluated on financial criteria. The Fund may invest in equity securities issued by companies of any market capitalization located throughout the world, including the U.S. For purposes of the Funds investment policies, equity securities include common stocks, depositary receipts, warrants, rights, and preferred shares. Securities of foreign issuers may be purchased directly or through depositary receipts, including American Depositary Receipts (ADRs), European Depositary Receipts (EDRs), and Global Depositary Receipts (GDRs), or other securities representing underlying shares of foreign companies. The Funds investments are not constrained by benchmark weightings in regions, countries, or sectors. The Fund may have significant exposure to securities of issuers in the industrials, information technology, financials, health care, and consumer discretionary sectors. In addition, because the Fund is unconstrained to any benchmark, these exposures may change over time. The Fund may have significant exposure to any region, country or sector at any time. The Fund may invest in fewer than fifty securities. Domini Impact Investments LLC (the Adviser), the Funds adviser, seeks to identify investment opportunities for the Fund that, in the Advisers view, create positive environmental and social outcomes for people and the planet, while also seeking competitive financial returns (Impact Investing). All of the investment selections made by the Adviser are based on the evaluation of environmental and social factors, including the core business in which a company engages and/or how a company treats its key stakeholders, such as its customers, employees, suppliers, ecosystems, local, national, and global communities, and/or investors (environmental and social factors). A security will be sold if the Adviser determines that the company is no longer eligible for investment based on the Advisers ongoing evaluation of environmental and social factors, financial criteria, and/or the company no longer demonstrates a commitment to sustainability solutions, as applicable. SSGA Funds Management, Inc. (the Subadviser), the Funds subadviser, will purchase or sell securities to implement the Advisers investment selections at a time determined appropriate by the Subadviser and in accordance with, but not necessarily in the identical amounts as provided with the Advisers investment selections.

Top holdings

As of Jan. 31, 2026 · N-PORT
SecurityTickerValue% of fund
Resona Holdings Inc. NPV RSNHF $1.78M 3.91%
PRYSMIAN SPA NPV PRYMF $1.42M 3.12%
CIENA CORP $1.38M 3.03%
CFD_EQS GOLDUS3 CAIXABANK CIXPF $1.35M 2.97%
COMFORT SYSTEMS USA INC $1.29M 2.85%
CORNING INC $1.29M 2.84%
ASML Holding NV - NY Reg Shares $1.23M 2.71%
Munich Reinsurance AG NPV(REGD) MURGF $1.21M 2.66%
VERTEX PHARMACEUTICALS INC $1.18M 2.60%
QUANTA SVCS INC $1.17M 2.57%
View all holdings →

Allocation by sector

As of January 31, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Oct 31, 2025 → Jan 31, 2026
Opened
0
Exited
3
Increased
19
Decreased
4
Unchanged
23

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

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Advisers

As of July 31, 2025 · N-CEN
FirmRole
Domini Impact Investments LLC Adviser
SSGA Funds Management, Inc. Sub-adviser

Footnotes

  1. Expense ratio as of November 21, 2025, from the fund's prospectus.
  2. Net assets and holdings count as of January 31, 2026, from the fund's N-PORT filing.
  3. Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).

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