Mutual Fund Insights: Domini Euro Social Equity A Fund (DEEPX)

In-depth Analysis of Domini Euro Social Equity A Fund (DEEPX)

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See Domini Euro Social Equity A Fund (DEEPX) performance details as of February 28, 2010

  

Last Trade: $8.06 on 3/19/2010, Change: -0.08 (-0.98%)

  

Fund Manager - David J. Elliott

Fund Manager Tenure: 0.9 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Elliott is vice president and Equity Portfolio manager of Wellington Management, his employer since 1995. He has been an investment professional since 1999. Elliott holds the Chartered Financial Analyst designation  Get more insights on David J. Elliott

  

 What we like about Domini Euro Social Equity A Fund (DEEPX)

Data for Domini Euro Social Equity A Fund (DEEPX) as of February 28, 2010

• Domini Euro Social Equity A Fund (DEEPX) ratio of up-years vs down years is greater than 2
• Domini Euro Social Equity A Fund (DEEPX) has an annual stock turnover rate of 98.00% vs Europe Stock average of 160.10%. It is good that Domini Euro Social Equity A management does not trade extensively for its return.
• Domini Euro Social Equity A Fund (DEEPX) is less volatile than its peers as it has a 3-year Standard Deviation of 27.23, lower than category average of 28.45
• Domini Euro Social Equity A Fund (DEEPX) has a lower management fee than its Europe Stock average: 1.57% vs 1.73%

  

 What we are cautious about Domini Euro Social Equity A Fund (DEEPX)

Data for Domini Euro Social Equity A Fund (DEEPX) as of February 28, 2010

• Domini Euro Social Equity A Fund (DEEPX) management has been with Domini Euro Social Equity A Fund for only 0.9 years, it is hard to judge manager's ability based on this fund's operation record
• Domini Euro Social Equity A Fund is a focused fund with 30.85% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Domini Euro Social Equity A Fund (DEEPX) has a less-than-ideal short-term performance (1-year return 60.14% vs 68.46 % Europe Stock category average)
• Domini Euro Social Equity A Fund (DEEPX) has a less-than-ideal mid-term performance (3-year return -13.97% vs -8.95 % Europe Stock category average)
• Domini Euro Social Equity A Fund (DEEPX) has a Morningstar rating of 3 and below
• Domini Euro Social Equity A Fund (DEEPX) does not have a good risk adjusted return as its 3-year Alpha of -4.77 is worse than category average of 1.4, and its 3-year Sharpe ratio is -0.48
• Domini Euro Social Equity A Fund (DEEPX) carries a 4.75% load

See Domini Euro Social Equity A Fund (DEEPX) performance details as of February 28, 2010

  

  

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Domini Euro Social Equity A Fund (DEEPX) Net Asset

Track net asset change of Domini Euro Social Equity A fund (DEEPX)

Date	Net Asset
02/2010	$54.91M
01/2010	$2.22M
11/2009	$2.17M

More historic net asset information on Domini Euro Social Equity A Fund (DEEPX)

  

Domini Euro Social Equity A Fund (DEEPX) Portfolio Allocation

Track portfolio allocation change of Domini Euro Social Equity A fund (DEEPX)

Date	Cash	Stock	Bond	Other
09/2009	1.62%	97.6%	0%	0.78%
06/2009	0.4%	99.59%	0%	0%
03/2009	0%	0%	0%	0%

Click here to see more historic asset allocation information on Domini Euro Social Equity A Fund (DEEPX)

  

Most Recent Top 10 Holdings in Domini Euro Social Equity A Fund (DEEPX)

Discover what Domini Euro Social Equity A Fund (DEEPX) manager is buying

30-Sep-09 BANCO SANTANDER CHI [3.63%] Vodafone Group PLC [3.48%] BANCO SANTANDER CHI [3.11%] Novartis [2.91%] GlaxoSmithKline PLC [2.78%] VIVO PARTICIPAC NEW [2.63%] STERLING BANCORP [2.39%] Roche Holding AG [2.34%] HSBC HOLDINGS PLC [2.25%] TELEFONICA SA [2.12%]

30-Jun-09 [3.89%] Vodafone Group PLC [3.58%] BANCO SANTANDER CHI [3.43%] BG Group PLC [3.3%] BANCO SANTANDER CHI [3%] GlaxoSmithKline PLC [2.96%] VIVO PARTICIPAC NEW [2.69%] STERLING BANCORP [2.5%] Roche Holding AG [2.33%] TELEFONICA SA [2.24%]

31-Mar-09 Price/Earnings [0%] N/A [0%] N/A [0%] Median Market Cap [0%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Domini Euro Social Equity A Fund (DEEPX)

  

Related books and products to Domini Euro Social Equity A Fund (DEEPX)

  

Latest News on Domini Euro Social Equity A (DEEPX)

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See more information on Domini Euro Social Equity A Fund (DEEPX)

• Domini Euro Social Equity A Fund Insights
• Domini Euro Social Equity A Fund Performance Data
• Domini Euro Social Equity A Fund News
• Domini Euro Social Equity A Fund Score Explaination
• Domini Euro Social Equity A Fund Manager Information
• Historic Domini Euro Social Equity A Fund Asset Allocation Report
• Historic Domini Euro Social Equity A Fund Top 10 Holding Tracking
• Historic Domini Euro Social Equity A Fund Asset Under Management Tracking