Domini Sustainable Solutions Ins LIFEX

Medalist Rating as of | See Domini Investment Hub
  • NAV / 1-Day Return 16.60  /  +1.03 %
  • Total Assets 37.4 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.11%
  • Turnover 39%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:12 PM GMT+0

Morningstar’s Analysis LIFEX

Will LIFEX outperform in future?

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

Domini Sustainable Solutions Ins's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings LIFEX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc

4.69 1.7 Mil
Technology

Munchener Ruckversicherungs-Gesellschaft AG

4.46 1.6 Mil
Financial Services

CrowdStrike Holdings Inc Class A

4.35 1.6 Mil
Technology

Schneider Electric SE

3.66 1.3 Mil
Industrials

ASML Holding NV ADR

3.65 1.3 Mil
Technology

Wolters Kluwer NV

3.47 1.3 Mil
Industrials

GSK PLC

3.42 1.2 Mil
Healthcare

Veralto Corp

3.16 1.1 Mil
Industrials

Halozyme Therapeutics Inc

3.07 1.1 Mil
Healthcare

Hologic Inc

2.96 1.1 Mil
Healthcare

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