DSEFX
Domini Impact Equity Fund
Domini Investment Trust
Expense ratio1
1.04%
Net assets2
$1.14B
Holdings2
195
Category
US Equity
2025 return3
11.64%

Investment objective & strategy

As of Nov. 21, 2025 · prospectus

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

Strategy. The Fund may invest in equity securities of companies of any market capitalization, but under normal circumstances, the Fund primarily invests in mid- and large-capitalization U.S. companies. Under normal circumstances, at least 80% of the Funds net assets (plus the amount of borrowings, if any, for investment purposes) will be invested in equity securities and related investments with similar economic characteristics, including derivative instruments such as futures and options. For purposes of the Funds investment policies, equity securities include common stocks, depositary receipts, warrants, rights, and preferred shares. It is expected that at least 80% of the Funds assets will be invested in mid- to large-capitalization companies under normal market conditions. The Fund may also invest in companies organized or … The Fund may invest in equity securities of companies of any market capitalization, but under normal circumstances, the Fund primarily invests in mid- and large-capitalization U.S. companies. Under normal circumstances, at least 80% of the Funds net assets (plus the amount of borrowings, if any, for investment purposes) will be invested in equity securities and related investments with similar economic characteristics, including derivative instruments such as futures and options. For purposes of the Funds investment policies, equity securities include common stocks, depositary receipts, warrants, rights, and preferred shares. It is expected that at least 80% of the Funds assets will be invested in mid- to large-capitalization companies under normal market conditions. The Fund may also invest in companies organized or traded outside the U.S. The Fund may have significant exposure to securities of issuers in the information technology, financials, consumer discretionary, and health care sectors. 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). The Fund may, but is not required to, invest in companies that, in addition to being evaluated by the Adviser on environmental and social factors, also demonstrate a commitment to sustainability solutions. The Adviser will consider a company to demonstrate 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, contribute to the development of sustainable and resilient communities, promote a circular economy with sustainable production and consumption, provide access to clean water, support more sustainable food and agricultural systems, promote societal health and well-being, broaden financial inclusion and/or promote sustainable finance, or bridge the digital divide and/or support sustainable information and communication systems. A company that demonstrates a commitment to sustainability solutions is also evaluated on financial criteria. 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
NVIDIA CORP $87.11M 7.61%
APPLE INC $73.67M 6.44%
ALPHABET INC CL A $66.55M 5.82%
MICROSOFT CORP $62.46M 5.46%
AMAZON.COM INC $45.20M 3.95%
BROADCOM INC $36.71M 3.21%
JPMORGAN CHASE and CO $26.81M 2.34%
MICRON TECHNOLOGY INC $23.57M 2.06%
VISA INC-CLASS A $18.51M 1.62%
TESLA INC $16.46M 1.44%
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
17
Exited
87
Increased
13
Decreased
136
Unchanged
29

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 →

Similar funds

Funds whose portfolios most overlap this one, by weight
FundOverlapNet exp.
VANGUARD FTSE SOCIAL INDEX FUND · VFTNX, VFTAX 68% 0.03%
SPHERE 500 CLIMATE FUND · SPFFX, SPFEX 68% 0.07%
Calvert U.S. Large Cap Core Responsible Index Fund · CSXAX, CSXCX, CISIX, CSXRX 65% 0.19%
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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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