Domini Impact Equity Fund Quote
| DSEFX Fund | USD 35.65 0.02 0.06% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Domini Impact is trading at 35.65 as of the 20th of May 2024; that is 0.06 percent up since the beginning of the trading day. The fund's open price was 35.63. Domini Impact has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Domini Impact Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of February 2024 and ending today, the 20th of May 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in equity securities and related investments with similar economic characteristics including derivative instruments such as futures and options. It 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.. More on Domini Impact Equity
Moving together with Domini Mutual Fund
| 1.0 | DIEQX | Domini Impact Equity | PairCorr |
| 0.92 | LIFEX | Domini Sustainable | PairCorr |
| 0.8 | DOMYX | Domini Impact Intern | PairCorr |
| 0.8 | DOMOX | Domini Impact Intern | PairCorr |
| 0.81 | DOMIX | Domini Impact Intern | PairCorr |
| 0.81 | DOMAX | Domini Impact Intern | PairCorr |
| 0.74 | DSBIX | Domini Impact Bond | PairCorr |
Domini Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Domini Impact's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Domini Impact or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Domini Funds, Large Growth Funds, Large Growth, Domini, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | July |
Domini Impact Equity [DSEFX] is traded in USA and was established 20th of May 2024. Domini Impact is listed under Domini category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Domini family. This fund currently has accumulated 946.42 M in assets under management (AUM) with no minimum investment requirementsDomini Impact Equity is currently producing year-to-date (YTD) return of 8.06% with the current yeild of 0.0%, while the total return for the last 3 years was 6.12%.
Check Domini Impact Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Domini Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Domini Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Domini Impact Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Domini Impact Equity Mutual Fund Constituents
| ROST | Ross Stores | Stock | Consumer Discretionary |
| PEP | PepsiCo | Stock | Consumer Staples |
| AAPL | Apple Inc | Stock | Information Technology |
| PG | Procter Gamble | Stock | Consumer Staples |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
| PRU | Prudential Financial | Stock | Financials |
| PCAR | PACCAR Inc | Stock | Industrials |
Domini Impact Target Price Odds Analysis
Based on a normal probability distribution, the odds of Domini Impact jumping above the current price in 90 days from now is roughly 2.76%. The Domini Impact Equity probability density function shows the probability of Domini Impact mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1133 suggesting Domini Impact Equity market returns are sensitive to returns on the market. As the market goes up or down, Domini Impact is expected to follow. Additionally, domini Impact Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Domini Impact to move above the current price in 90 days from now is roughly 2.76 (This Domini Impact Equity probability density function shows the probability of Domini Mutual Fund to fall within a particular range of prices over 90 days) .
Domini Impact Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Domini Impact market risk premium is the additional return an investor will receive from holding Domini Impact long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Domini Impact. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Domini Impact's alpha and beta are two of the key measurements used to evaluate Domini Impact's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6283 | |||
| Semi Deviation | 0.645 | |||
| Standard Deviation | 0.8141 | |||
| Variance | 0.6628 |
Domini Impact Against Markets
Picking the right benchmark for Domini Impact mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Domini Impact mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Domini Impact is critical whether you are bullish or bearish towards Domini Impact Equity at a given time. Please also check how Domini Impact's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Domini Impact without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Pair Correlation Now
Pair CorrelationCompare performance and examine fundamental relationship between any two equity instruments |
| All Next | Launch Module |
How to buy Domini Mutual Fund?
Before investing in Domini Impact, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Domini Impact. To buy Domini Impact fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Domini Impact. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Domini Impact fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Domini Impact Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Domini Impact Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Domini Impact Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Domini Impact Equity?
The danger of trading Domini Impact Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Domini Impact is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Domini Impact. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Domini Impact Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Domini Impact Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Domini Impact Equity information on this page should be used as a complementary analysis to other Domini Impact's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.