Mutual Fund Insights: Domini PacAsia Social Equity Inv Fund (DPAFX)

In-depth Analysis of Domini PacAsia Social Equity Inv Fund (DPAFX)

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See Domini PacAsia Social Equity Inv Fund (DPAFX) performance details as of February 28, 2010

  

Last Trade: $8.23 on 3/19/2010, Change: +0.03 (0.37%)

  

Fund Manager - David J. Elliott

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

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

  

 What we like about Domini PacAsia Social Equity Inv Fund (DPAFX)

Data for Domini PacAsia Social Equity Inv Fund (DPAFX) as of February 28, 2010

• Domini PacAsia Social Equity Inv Fund (DPAFX) is a new fund and has been performing well against its peers for both one-month and three_month performance
• Domini PacAsia Social Equity Inv Fund (DPAFX) has good short-term performance (1-year return 66.72% vs 62.34 % Diversified Pacific/Asia category average)
• Domini PacAsia Social Equity Inv Fund (DPAFX) has good mid-term performance (3-year return -7.39% vs -4.31 % Diversified Pacific/Asia category average)

  

 What we are cautious about Domini PacAsia Social Equity Inv Fund (DPAFX)

Data for Domini PacAsia Social Equity Inv Fund (DPAFX) as of February 28, 2010

• Domini PacAsia Social Equity Inv Fund (DPAFX) management has been with Domini PacAsia Social Equity Inv Fund for only 0.9 years, it is hard to judge manager's ability based on this fund's operation record
• Domini PacAsia Social Equity Inv Fund (DPAFX) ratio of up-years vs down years can be improved
• Domini PacAsia Social Equity Inv Fund (DPAFX) has a Morningstar rating of 3 and below
• Domini PacAsia Social Equity Inv Fund (DPAFX) has an annual stock turnover rate of 88.00% that is higher than the Diversified Pacific/Asia average of 73.31%. This could mean Domini PacAsia Social Equity Inv is more nimble, but also signal potential high tax impact and high trading fees
• Domini PacAsia Social Equity Inv Fund (DPAFX) does not have a good risk adjusted return as its 3-year Alpha of 1.53 is worse than category average of 4.14, and its 3-year Sharpe ratio is -0.23
• Domini PacAsia Social Equity Inv Fund (DPAFX) is more volatile than its peers as it has a 3-year Standard Deviation of 26 that is higher than category average of 25.07
• Even though Domini PacAsia Social Equity Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Domini PacAsia Social Equity Inv Fund (DPAFX) performance details as of February 28, 2010

  

  

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Domini PacAsia Social Equity Inv Fund (DPAFX) Net Asset

Track net asset change of Domini PacAsia Social Equity Inv fund (DPAFX)

Date	Net Asset
02/2010	$23.16M
01/2010	$21.74M
11/2009	$22.55M

More historic net asset information on Domini PacAsia Social Equity Inv Fund (DPAFX)

  

Domini PacAsia Social Equity Inv Fund (DPAFX) Portfolio Allocation

Track portfolio allocation change of Domini PacAsia Social Equity Inv fund (DPAFX)

Date	Cash	Stock	Bond	Other
09/2009	1.83%	98.16%	0%	0%
06/2009	2.35%	97.65%	0%	0%
03/2009	1.62%	98.38%	0%	0%

Click here to see more historic asset allocation information on Domini PacAsia Social Equity Inv Fund (DPAFX)

  

Most Recent Top 10 Holdings in Domini PacAsia Social Equity Inv Fund (DPAFX)

Discover what Domini PacAsia Social Equity Inv Fund (DPAFX) manager is buying

30-Sep-09 National Australia Bank [2.36%] Takeda Pharmaceutical Co., Ltd. [2.34%] Astellas Pharma Inc. [2.07%] Honda Motor Company [1.92%] Nissan Motor [1.92%] Central Japan Railway [1.76%] FUJIFILM Holdings Corporation [1.74%] Sony Corporation [1.74%] Lg Electronics [1.74%] Toppan Printing [1.72%]

30-Jun-09 Toppan Printing [2.18%] Takeda Pharmaceutical Co., Ltd. [2.11%] Honda Motor Company [2.04%] Seven & i Holdings Co., Ltd. [1.99%] Astellas Pharma Inc. [1.89%] Toyo Seikan Kaisha, Ltd. [1.71%] National Australia Bank [1.62%] Nissan Motor [1.61%] ROHM COMPANY LIMITED [1.6%] AGGREKO ORD [1.54%]

31-Mar-09 Takeda Pharmaceutical Co., Ltd. [2.59%] Seven & i Holdings Co., Ltd. [2.57%] Honda Motor Company [2.42%] Astellas Pharma Inc. [2.27%] Toppan Printing [2.04%] Toyo Seikan Kaisha, Ltd. [1.63%] Quanta Computer Inc. [1.6%] Sony Corporation [1.57%] Mitsui O.S.K. Lines, Ltd. [1.54%] ROHM COMPANY LIMITED [1.51%]

Click here for Stock Holding Change Map in Domini PacAsia Social Equity Inv Fund (DPAFX)

  

Related books and products to Domini PacAsia Social Equity Inv Fund (DPAFX)

  

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See more information on Domini PacAsia Social Equity Inv Fund (DPAFX)

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