CAREX – Domini Sustainable Solutions Inv Investment Strategy | Morningstar

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Strategy

The investment seeks to provide its shareholders with long-term total return. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of companies that demonstrate a commitment to sustainability solutions. It may invest in equity securities issued by companies of any market capitalization located throughout the world, including the U.S.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CAREX	Domini Sustainable Solutions Fund Investor Shares	No Load	Open			Apr 1, 2020	$38.48M	1.300%	Average	$2,500	$4.81M
LIFEX	Domini Sustainable Solutions Fund Institutional Shares	Institutional	Open			Apr 1, 2020	$16.69M	1.050%	Average	$500,000	−$12,668.37

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