Domini Impact Bond Fund Investor Shares

 (MUTF:DSBFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.19%
   
1 week   +0.49%
   
4 week   +0.11%
   
3 month   +1.18%
   
YTD   +3.02%
   
1 year   +0.65%
   
3 years*   +2.33%
   
5 years*   +1.59%
   
*annualized
Best 3 month return+7.04%  
Worst 3 month return-3.33%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years Average Above Average
5 years Below Average Below Average
10 years Below Average Below Average
Overall Below Average Below Average

Key statistics

Total assets147.25M 
Front load-  
Deferred load-  
Expense ratio0.85%  
Management fee-  
Fund familyDomini 

Asset allocation

Cash7.72%  
Stocks0.00%  
Bonds87.89%  
Convertible0.02%  
Other4.37%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,500  
AIP Initial$1,500  
AIP Additional$50  
11.29+0.02(0.18%)
Jul 20, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide its shareholders with a high level of current income and total return. Under normal circumstances, the fund invests at least 80% of its assets in investment-grade securities and maintains an effective duration within two years (plus or minus) of the portfolio duration of the securities comprising the Bloomberg Barclays U.S. Aggregate Bond Index. At least 80% of the fund's assets will be invested in bonds, including government and corporate bonds, mortgage-backed and asset-backed securities, and U.S. dollar denominated bonds issued by non-U.S. entities.
Fund filings (PDF) »
Asset manager:
Campe Goodman (Started: Jan 7, 2015)
Advisor Company:
Domini Impact Investments LLC
Fund family reports on Morningstar »
Domini, 5536 Broadway, 77th Floor, New York, NY, 10012, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.76 -0.33 -0.42 -0.26
Beta* 1.08 0.99 0.91 0.87
Mean annual return 0.03 0.18 0.14 0.31
R-squared* 97.03 94.14 93.31 91.32
Standard deviation 3.29 2.98 2.71 2.98
Sharpe ratio -0.05 0.63 0.54 1.07
* Against standard index

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