Mutual Funds Center
Domini Social Bond Fund (DSBFX)
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General Fund Information
Domini Social Investments
PO Box 9785  
Providence RI 02940
(800) 762-6814
Category:Fixed Income Funds
Assets: ($ millions)$140.4

Account min.:$2,500
Reinvest. min.:$100
IRA account min.:$1,500
IRA reinvest min.:100.00
Type:High Quality
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate:2.54
Fund Description
The Domini Social Bond Fund seeks a high level of current income and total return by investing in bonds and other debt instruments that meet the Fund's social and environmental criteria. The Fund normally invests at least 85% of assets in intermediate-term, investment-grade fixed-income securities, including government agency, corporate, mortgaged-backed and asset-backed securities, taxable municipal bonds, and U.S. dollar-denominated bonds issued by non-U.S. entities. The Fund seeks to invest up to 10% of its assets in debt instruments and other investments that promote community economic development.
Social Issues08/31/18
Shareholder activism:YES
Community investment:NO
Human rights:P
Products and Services:P
Animal testing:NO
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance08/31/18
  Fund Return Percentile Rank *
Year to date: -1.08% 60
1 Year: -1.07% 63
Annualized returns:
3 Year: 2.08% 46
5 Year: 1.99% 65
10 Year: 2.98% 78
Since inception: 4.01% 28
Inception date: 06/01/00  
Bear Market: 4.03%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics08/31/18
Alpha 3YR:-0.46
Alpha 5YR:-0.67
Beta 3YR:0.72
Beta 5YR:0.70
R. Squared 3YR:83.47
R. Squared 5YR:84.66
Sharpe 3YR:0.50
Sharpe 5YR:0.58
Std. Dev. 3YR:2.66
Std. Dev. 5YR:2.66
Sector Distribution 
No fund sectors available

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