DSFRX Mutual Fund

DSFRX Mutual Fund (Domini Impact Equity Fund Class Y Shares) is managed by Domini Funds with $23.5M in net assets. DSFRX expense ratio is 0.80%, holding 175 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2003-11-28.

DSFRX performance shows a YTD return of 9.15%. The 1-year return is 17.19% and the 5-year return is 8.78%. DSFRX dividend yield stands at 10.56%, paid semi-annually.

DSFRX top holdings include Nvidia Corp. (7.6%), Apple, Inc (6.5%), Alphabet Inc Common Stock USD 0.001 (6.4%), Microsoft Corp (5.0%), Broadcom Inc (4.3%). Go to all DSFRX holdings, DSFRX sectors, or DSFRX dividends.

DSFRX can be compared against other funds. Use DSFRX overlap to find shared positions, or DSFRX vs another fund for a side-by-side view. DSFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.