DSEFX Rating, Research - Domini Social Equity Inv

Domini Social Equity Inv (dsefx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 269

Threats + Weaknesses = 163

When strengths & opportunities substantially exceed threats & weaknesses an investment in the dsefx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Domini Social Equity Inv (DSEFX) Description: DSEFX is a mutual fund, which is an investment that owns a basket of assets. The DSEFX mutual fund was provided by Domini and this investment vehicle derives the majority of its value from equity holdings (stocks). Dominis mutual fund has a medium management tenure and is in the large fund size classification. DSEFXs minimum initial investment amount is $2500 while the IRA minimum is $1500. DSEFXs expense ratio is roughly 1%. The latest DSEFXs front end load was 0% and the back end load was 0%. The Domini Social Equity Inv (DSEFX) mutual fund falls under the large-cap mixed category. DSEFX focuses its investments in USA and DSEFX is not affiliated with a particular industry or fund sector. The Domini Social Equity Inv (DSEFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DSEFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DSEFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high capital growth through all-stock portfolio. The funds target allocation is 100% in stock investments, with certain percentages for different segments of the stock market. It focuses on stock investments for long-term growth. The fund seeks to remain close to the target allocations of 45% in large-cap, 30% in international and 25% in small-cap stocks (see stock research) and typically does not change its target allocation.


Management Analysis Update

Domini Social Equity Inv's executives / managers make better investing decisions, because their assets are invested along side their client's. Domini Social Equity Inv's management team has a long history of working together. This helps ensure consistent future returns. The dsefx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.


Performance Analysis Update