Morningstar

Domini Sustainable Solutions Fund Investor Shares CAREX

Morningstar Medalist Rating
Medalist Rating as of | See Domini Investment Hub
  • NAV / 1-Day Return 20.89  /  +1.16 %
  • Total Assets 55.2M
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.400%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Small/Mid Stock
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.03%
  • Turnover 64%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CAREX

Will CAREX 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 CAREX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAREX 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 CAREX’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 Inv 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.

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Portfolio Holdings CAREX

More CAREX 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
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Technology

Lattice Semiconductor Corp

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Natera Inc

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Financial Services

Quanta Services Inc

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Industrials

Blue Bird Corp

2.72 2M
Industrials

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