Sensible Investor

Immutable verification record

Domini Impact Equity Fund

Run 363649da-fcfb-4007-87ef-de06de7710ca · portfolio period 2026-04-30 · captured 2026-07-29T14:22:09.616Z

This is the permanent record of what our July 29, 2026 data run computed for Domini Impact Equity Fund, and the exact SEC documents every number came from — it exists so anyone can check us.

Current interpretation · methodology 1.5

How to read this prior-run record now

61.6% of this portfolio matches the S&P 500, which costs $10 a year per $100,000 to own outright. This fund charges $740 a year.

This interpretation is computed under the current methodology and is not inserted into the immutable record below.

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “Domini Impact Equity Fund — best-fit active share,” 38.4% versus the S&P 500, fund portfolio as of 2026-04-30; measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-31. https://sensible-investor.com/registry/dieqx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

DIEQX filed expense ratio

Sensible Investor, “Domini Impact Equity Fund — filed expense ratio,” 0.74% for DIEQX, as of 2025-07-31. https://sensible-investor.com/registry/dieqx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

DIEQX fee per active unit

Sensible Investor, “Domini Impact Equity Fund — fee per unit of active management,” 1.93% using the DIEQX expense ratio as of 2025-07-31 and fund portfolio as of 2026-04-30. https://sensible-investor.com/registry/dieqx/as-of/363649da-fcfb-4007-87ef-de06de7710ca

Active share by comparison index

Holdings difference for every comparison calculated in this run.
IndexActive shareHoldings evidenceIdentifier match
the S&P 50038.4%measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-3188.8%
the Russell 1000 index42.0%measured against the filed holdings of iShares Russell 1000 ETF (IWB), as of 2026-03-3197.9%
the Russell 1000 Growth index43.7%measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-3167.5%
the total US market44.6%measured against the filed holdings of Vanguard Total Stock Market ETF (VTI), as of 2026-03-3197.4%
the Russell 1000 Value index65.8%measured against the filed holdings of iShares Russell 1000 Value ETF (IWD), as of 2026-03-3156.2%
the S&P MidCap 40096.8%measured against the filed holdings of iShares Core S&P Mid-Cap ETF (IJH), as of 2026-03-316.4%
the Russell 2000 index99.6%measured against the filed holdings of iShares Russell 2000 ETF (IWM), as of 2026-03-310.7%
the S&P SmallCap 60099.7%measured against the filed holdings of iShares Core S&P Small-Cap ETF (IJR), as of 2026-03-310.4%

Filed expense ratios by share class

Each fee is tied to its filed SEC source and period.
Share classExpense ratioFiling periodSEC document
DIEQX (Domini Impact Equity Fund)0.74%2025-07-31Open SEC expense filing
DSEFX (Domini Impact Equity Fund)1.04%2025-07-31Open SEC expense filing
DSFRX (Domini Impact Equity Fund)0.80%2025-07-31Open SEC expense filing

Match rates

How much of the fund filing could be matched to comparison holdings. A benchmark proxy is not compared with itself.
Fund identifier match88.8%
the S&P 50088.8%
the Russell 1000 index97.9%
the Russell 1000 Growth index67.5%
the total US market97.4%
the Russell 1000 Value index56.2%
the S&P MidCap 4006.4%
the Russell 2000 index0.7%
the S&P SmallCap 6000.4%

Fee-drag windows

Dollar fee drag from licensed return windows; the lowest-cost control class is omitted rather than compared with itself, and missing history remains explicit.
Share classWindowFee dragWindow dates
DIEQX10 years$24,6942016-07-29 to 2026-07-29
DIEQX20 years$102,7662006-07-31 to 2026-07-29
DIEQX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
DSEFX10 years$34,4382016-07-29 to 2026-07-29
DSEFX20 years$141,4032006-07-31 to 2026-07-29
DSEFX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19
DSFRX10 years$26,6612016-07-29 to 2026-07-29
DSFRX20 years$110,6542006-07-31 to 2026-07-29
DSFRX30 yearsproxy history begins 2000 — no full 30-year windowProxy history begins 2000-05-19

Check it yourself

  1. Open the fund’s linked SEC holdings filing and, for fees, the linked SEC expense filing in the table above.
  2. Find each security identifier and portfolio weight in the holdings filing, and the net annual operating expense for the relevant share class in its expense filing.
  3. Recalculate the comparison using the active-share formula and portfolio rules.
Raw record (JSON)

Download this record as JSON

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