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Domini International Social Equity A (DOMAX) Fund Ranking and Research

Ranking, Research and Recommendation of Domini International Social Equity A (DOMAX) Fund

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Graph of Domini International Social Equity A Fund (DOMAX) ManagerFund Manager - David J. Elliott

Fund Manager Information

Fund Manager Tenure: 9.6 years
Similar Funds: DOMIX 
Fund Family: Domini
Fund Category: Foreign Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
David J. Elliott, CFA, vice president and director of quantitative portfolio management of Wellington Management, has served as the portfolio manager responsible for the Domini International Social Equity Fund since May 2009. Mr. Elliott joined Wellington Management in 1995 and has been an investment professional since 1999.  Get more insights on David J. Elliott

 

Graph of Domini International Social Equity A Fund (DOMAX) ProfileDomini International Social Equity A Fund (DOMAX) Profile

Fund Profile and Description

Domini International Social Equity A Fund seeks long-term total return. Domini International Social Equity A Fund invests primarily in equity securities and related investments of Europe, the Asia-Pacific region, and throughout the rest of the world. It invests 80% of assets in equity securities and related investments with similar economic characteristics. Domini International Social Equity A Fund primarily invests in securities of developed market countries throughout the world (or equivalent shares such as ADRs or other securities representing underlying shares of foreign companies) but may invest up to 10% of assets in emerging-market countries.

 

Domini International Social Equity A (DOMAX) Fund Strength What we like about Domini International Social Equity A (DOMAX) Fund

Data for Domini International Social Equity A Fund (DOMAX) as of May 30, 2016

  • Domini International Social Equity A Fund (DOMAX) management has been with Domini International Social Equity A Fund for 9.6 years
  • Domini International Social Equity A Fund (DOMAX) has good short-term performance (1-year return -4.84% vs -10.73% Foreign Large Value category median performance)
  • Domini International Social Equity A Fund (DOMAX) has good mid-term performance (3-year return 4.98% vs 0.92% Foreign Large Value category median performance)
  • Domini International Social Equity A Fund (DOMAX) has good Long-term performance (5-year return 4.31% vs 0.77% Foreign Large Value category median performance)
  • Domini International Social Equity A Fund (DOMAX) ratio of up-years vs down years is greater than 2
  • Domini International Social Equity A Fund (DOMAX) has a Morningstar rating of 4 and above
  • Asset base in Domini International Social Equity A Fund (DOMAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Domini International Social Equity A Fund (DOMAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.73, lower than category average of 13.15

Domini International Social Equity A Fund (DOMAX) Weakness What we are cautious about Domini International Social Equity A (DOMAX) Fund

Data for Domini International Social Equity A Fund (DOMAX) as of May 30, 2016

  • Domini International Social Equity A Fund (DOMAX) has an annual stock turnover rate of 88.00% that is higher than the Foreign Large Value average of 53.85%. This could mean Domini International Social Equity A is more nimble, but also signal potential high tax impact and high trading fees
  • Domini International Social Equity A Fund (DOMAX) has a higher expense ratio of 1.57% than its Foreign Large Value average of 1.21%
  • Domini International Social Equity A Fund (DOMAX) carries a 4.75% load
See Domini International Social Equity A Fund (DOMAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Domini International Social Equity A Fund (DOMAX)Compare with other top Foreign Large Value category mutual funds

Aadditional top Foreign Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Domini International Social Equity A2.62-4.844.984.31
Brandes International Equity I (BIIEX)2.13-9.473.682.47Compare
Delaware Pooled International Equity (DPIEX)2.44-9.802.892.35Compare
Delaware Pooled Labor Select Intl Eq (DELPX)2.05-9.912.501.98Compare

See top fund managers for Foreign Large Value Category Funds

 

Compare Domini International Social Equity A Fund (DOMAX)Compare with Foreign Large Value category ETFs

Some Foreign Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares FTSE RAFI Dev Mkts ex-US ETF (PXF)000
RevenueShares ADR ETF (RTR)000
SPDR S&P International Dividend ETF (DWX)000
WisdomTree Commodity Country Equity ETF (CCXE)000
WisdomTree Intl Div ex-Fincls ETF (DOO)1.60%-11.71%0.66%

 

Graph of Domini International Social Equity A Fund (DOMAX) Net Asset TrackingDomini International Social Equity A (DOMAX) Fund Net Asset

Track net asset change of Domini International Social Equity A fund (DOMAX)

DateNet Asset
05/2016$608.15M
03/2016$568.81M
02/2016$506.92M
More historic net asset information on Domini International Social Equity A Fund (DOMAX)

  

Graph of Domini International Social Equity A Fund (DOMAX) Portfolio TrackingDomini International Social Equity A (DOMAX) Fund Portfolio Allocation

Track portfolio allocation change of Domini International Social Equity A fund (DOMAX)

DateCashStockBondOther
03/20161.26%97.65%0%1.09%
12/20151.52%96.8%0%1.68%
09/20151.51%93.42%0%4.54%
Click here to see more historic asset allocation information on Domini International Social Equity A Fund (DOMAX)

 

graph of Domini International Social Equity A Fund (DOMAX) Top 10 Position TrackingTop 10 Holdings in Domini International Social Equity A (DOMAX) Fund

Discover what Domini International Social Equity A Fund (DOMAX) manager is buying

Mar 30, 2016
Sanofi SA [2.07%]
Orange SA [2.03%]
CENTRAL JAPAN RAILWA [2.01%]
SX5E/AXA BANQUE 25 [1.86%]
Vivendi SA [1.76%]
ING GROEP NV CERT [1.74%]
Sainsbury (J) PLC [1.7%]
Allianz SE [1.63%]
ADECCO SA CHESEREX [1.59%]
KONINKLIJKE AHOLD NV [1.58%]

Dec 30, 2015
Sanofi SA [2.48%]
CENTRAL JAPAN RAILWA [2.05%]
Orange SA [2.03%]
SX5E/AXA BANQUE 25 [1.95%]
Vivendi SA [1.92%]
ING GROEP NV CERT [1.86%]
SWISS RE [1.75%]
Allianz SE [1.72%]
KONINKLIJKE AHOLD NV [1.68%]
Marks & Spencer Group PLC [1.66%]

Sep 29, 2015
Sanofi [3%]
CENTRAL JAPAN RAILWA [2.04%]
ING GROEP NV CERT [1.99%]
SX5E/AXA BANQUE 25 [1.94%]
Vivendi SA [1.93%]
Marks & Spencer Group PLC [1.82%]
Unilever PLC [1.8%]
Allianz SE [1.8%]
NOVARTIS AG BASL [1.75%]
SVENSKA CELLULOSA B [1.71%]
Click here for Stock Holding Change Map in Domini International Social Equity A Fund (DOMAX)

  

Latest News on Domini International Social Equity A (DOMAX) Fund

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