Morningstar

Domini Sustainable Solutions Fund Institutional Shares LIFEX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Domini Investment Hub
  • NAV / 1-Day Return $20.63  /  +1.28 %
  • Fund Size $53.9M
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.080%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.20%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis LIFEX

Will LIFEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LIFEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LIFEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LIFEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Domini Sustainable Solutions Ins holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LIFEX

More LIFEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc

4.69 3M
Technology

Flex Ltd

4.11 2M
Technology

Vertex Pharmaceuticals Inc

3.40 2M
Healthcare

CrowdStrike Holdings Inc Class A

3.16 2M
Technology

Lattice Semiconductor Corp

3.04 2M
Technology

Natera Inc

2.97 2M
Healthcare

Corning Inc

2.93 2M
Technology

CaixaBank SA

2.93 2M
Financial Services

Quanta Services Inc

2.80 2M
Industrials

Blue Bird Corp

2.72 2M
Industrials

Sponsor Center