- What does CAREX invest in?
- The fund typically allocates a significant majority of its resources—specifically, at least 80% of its total net assets (inclusive of any borrowed capital utilized for investment purposes)—to companies that are demonstrably committed to fostering sustainable solutions. Its holdings can include common stocks issued by enterprises of all sizes, operating across the globe, with a particular emphasis on, but not limited to, those based in the United States.
- What is the expense ratio of CAREX?
- Domini Sustainable Solutions Fund Investor Shares (CAREX) charges an expense ratio of 1.30%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is CAREX?
- Domini Sustainable Solutions Fund Investor Shares (CAREX) manages $56.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is CAREX actively managed or an index fund?
- CAREX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was CAREX launched?
- Domini Sustainable Solutions Fund Investor Shares (CAREX) launched in April 2020 and is managed by the fund issuer.
- How has CAREX performed?
- CAREX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
