About CAREX
Domini Sustainable Solutions Fund Investor Shares is a mutual fund that targets long-term total return by investing primarily in companies advancing sustainability solutions. Managed by Domini Impact Investments LLC, this fund focuses on organizations that address critical global challenges such as climate change, access to clean water, renewable energy, inclusive finance, and medical innovation. Its investment portfolio spans various market capitalizations and geographies, including both U.S. and international equities. Notably, the fund applies rigorous sustainability criteria, engaging companies that demonstrate meaningful commitments, such as adopting science-based greenhouse gas reduction targets and promoting board diversity. The fund does not invest in companies lacking gender diversity on their boards and emphasizes support for a transition to a more sustainable global economy. As of December 2024, the fund held approximately $35 million in net assets and distributed dividends semi-annually. With a net annual expense ratio of 1.40% and no front-end load, Domini Sustainable Solutions Fund Investor Shares serves investors seeking portfolios with environmental and social impact while aiming for steady, long-term growth in the global marketplace.
Fund Family Domini
Category World Small/Mid Stock
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CAREX
Share Class Investor Shares
Index MSCI World IMI NR USD
CAREX had a total return of 18.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.13%.
