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Domini Social Equity Instl (DIEQX) Fund Ranking and Research

Ranking, Research and Recommendation of Domini Social Equity Instl (DIEQX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Domini Social Equity Instl Fund (DIEQX) ManagerFund Manager - Donald S. Tunnell

Fund Manager Information

Fund Manager Tenure: 10.5 years
Fund Family: Domini
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.4)     (What does this score mean?)
Donald S. Tunnell, vice president, co-director of the quantitative investments group, and director of quantitative research of Wellington Management, joined Wellington Management as an investment professional in 2001 and has been a member of the quantitative management group supporting the Domini Funds since 2005. He has served on the portfolio management team responsible for the Domini Social Equity Fund since May 2009.  Get more insights on Donald S. Tunnell

 

Graph of Domini Social Equity Instl Fund (DIEQX) ProfileDomini Social Equity Instl Fund (DIEQX) Profile

Fund Profile and Description

Domini Social Equity Instl Fund seeks long-term total return. Domini Social Equity Instl Fund primarily invests in the equity securities of mid and large-capitalization U.S. companies. Under normal circumstances, it invests 80% of the assets in equity securities and related investments with similar economic characteristics. Domini Social Equity Instl Fund may also invest in companies organized or traded outside the U.S. (or in equivalent shares such as ADRs).

 

Domini Social Equity Instl (DIEQX) Fund Strength What we like about Domini Social Equity Instl (DIEQX) Fund

Data for Domini Social Equity Instl Fund (DIEQX) as of May 30, 2016

  • Domini Social Equity Instl Fund (DIEQX) management has been with Domini Social Equity Instl Fund for 10.5 years
  • Domini Social Equity Instl Fund (DIEQX) ratio of up-years vs down years is greater than 2
  • Domini Social Equity Instl Fund (DIEQX) has a lower expense ratio than its Large Blend average: 0.80% vs 1.02%
  • Domini Social Equity Instl Fund (DIEQX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Domini Social Equity Instl Fund (DIEQX) Weakness What we are cautious about Domini Social Equity Instl (DIEQX) Fund

Data for Domini Social Equity Instl Fund (DIEQX) as of May 30, 2016

  • Domini Social Equity Instl Fund (DIEQX) has a less-than-ideal short-term performance (1-year return -6.76% vs -1.15% Large Blend category median performance)
  • Domini Social Equity Instl Fund (DIEQX) has a less-than-ideal mid-term performance (3-year return 7.74% vs 9.43% Large Blend category median performance)
  • Domini Social Equity Instl Fund (DIEQX) has a less-than-ideal Long-term performance (5-year return 8.38% vs 10.15% Large Blend category median performance)
  • Domini Social Equity Instl Fund (DIEQX) has a Morningstar rating of 3 and below
  • Domini Social Equity Instl Fund (DIEQX) is less safe compared to its Large Blend peers
  • Domini Social Equity Instl Fund (DIEQX) has an annual stock turnover rate of 103.00% that is higher than the Large Blend average of 53.12%. This could mean Domini Social Equity Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Domini Social Equity Instl Fund (DIEQX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.02 that is higher than category average of 11.67
See Domini Social Equity Instl Fund (DIEQX) performance details as of May 30, 2016

 

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Compare Domini Social Equity Instl Fund (DIEQX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Domini Social Equity Instl1.91-6.767.748.38
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Domini Social Equity Instl Fund (DIEQX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Domini Social Equity Instl Fund (DIEQX) Net Asset TrackingDomini Social Equity Instl (DIEQX) Fund Net Asset

Track net asset change of Domini Social Equity Instl fund (DIEQX)

DateNet Asset
05/2016$908.42M
03/2016$927.54M
02/2016$873.42M
More historic net asset information on Domini Social Equity Instl Fund (DIEQX)

  

Graph of Domini Social Equity Instl Fund (DIEQX) Portfolio TrackingDomini Social Equity Instl (DIEQX) Fund Portfolio Allocation

Track portfolio allocation change of Domini Social Equity Instl fund (DIEQX)

DateCashStockBondOther
03/20160.73%98.12%0%1.15%
12/20150.83%98.2%0%0.97%
09/20150.46%98.09%0%1.45%
Click here to see more historic asset allocation information on Domini Social Equity Instl Fund (DIEQX)

 

graph of Domini Social Equity Instl Fund (DIEQX) Top 10 Position TrackingTop 10 Holdings in Domini Social Equity Instl (DIEQX) Fund

Discover what Domini Social Equity Instl Fund (DIEQX) manager is buying

Mar 30, 2016
Microsoft Corporation [4.75%]
Apple Inc. [3.73%]
Merck & Company, Inc. Common St [3.33%]
AT&T Inc. [3.22%]
Alphabet Inc. [3.16%]
Consolidated Edison, Inc. Commo [2.88%]
Amazon.com, Inc. [2.83%]
Intel Corporation [2.78%]
Gilead Sciences, Inc. [2.78%]
MetLife, Inc. Common Stock [2.77%]

Dec 30, 2015
Apple Inc. [5.78%]
Microsoft Corporation [4.88%]
Alphabet Inc. [3.33%]
Merck & Company, Inc. Common St [3.29%]
Amazon.com, Inc. [3.2%]
Gilead Sciences, Inc. [3.03%]
Consolidated Edison, Inc. Commo [2.8%]
MetLife, Inc. Common Stock [2.67%]
AT&T Inc. [2.65%]
Kroger Company (The) Common Sto [2.64%]

Sep 29, 2015
Apple Inc. [6.42%]
Microsoft Corporation [4.59%]
AT&T Inc. [3.99%]
Merck & Company, Inc. Common St [2.97%]
Consolidated Edison, Inc. Commo [2.95%]
Gilead Sciences, Inc. [2.93%]
MetLife, Inc. Common Stock [2.73%]
Alphabet Inc. [2.72%]
Kroger Company (The) Common Sto [2.63%]
Pepsico, Inc. Common Stock [2.56%]
Click here for Stock Holding Change Map in Domini Social Equity Instl Fund (DIEQX)

  

Latest News on Domini Social Equity Instl (DIEQX) Fund

See what is happening with Domini Social Equity Instl Fund (DIEQX)

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Domini Social Equity Instl Fund (DIEQX) Related ResourcesSee more information on Domini Social Equity Instl (DIEQX) Fund

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