Domini Sustainable Solutions Fund Investor Shares (CAREX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Domini Sustainable Solutions Fund Investor Shares (CAREX) trades at $21.06 with AI Score 47/100 (Grade C). Domini Sustainable Solutions Fund Investor Shares (CAREX) is an asset management fund committed to investing in companies demonstrating… Market cap: $57.4M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for CAREX: CAREX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CAREX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CAREX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Domini Sustainable Solutions Fund Investor Shares (CAREX) Financial Services Profile
Domini Sustainable Solutions Fund Investor Shares (CAREX) operates within the asset management sector, focusing on sustainable investments across global markets. The fund allocates at least 80% of its assets to companies demonstrating a commitment to sustainability, appealing to socially responsible investors seeking diverse equity exposure.
What Is the Investment Thesis for CAREX?
CAREX presents an investment opportunity for those seeking exposure to sustainable investments. The fund's focus on companies committed to sustainability solutions aligns with the growing investor demand for ESG-focused investments. With a beta of 1.15, CAREX exhibits slightly higher volatility compared to the market. The fund's investment in companies of any market capitalization allows for diversification and potential for growth from both established and emerging sustainable businesses. The absence of dividend yield may deter income-focused investors, but the potential for capital appreciation through sustainable investments remains a key value driver. The fund's success hinges on its ability to identify and invest in companies that can deliver both financial returns and positive social and environmental impact.
Based on FMP financials and quantitative analysis
CAREX Key Highlights
CAREX invests at least 80% of its net assets in companies demonstrating a commitment to sustainability solutions.
- The fund invests in equity securities issued by companies of any market capitalization located throughout the world, including the United States.
- CAREX has a market capitalization of $57.4M.
- The fund's beta is 1.15, indicating slightly higher volatility compared to the market.
- CAREX does not offer a dividend yield.
Who Are CAREX's Competitors?
CAREX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BFRZ Innovator Equity Managed 100 Buffer ETF | $26.98 | -0.52% | $42.4M | 47 |
| FLCGX Meeder Quantex Fund Retail Class | $40.82 | -0.63% | $46.0M | 46 |
| MECIX AMG GW&K International Small Cap Fund - Class I | $59.38 | +0.71% | $47.8M | 44 |
| NEIMX Neiman Large Cap Value No-Load | $44.88 | -0.62% | $51.9M | 47 |
| QNTAX Meeder Quantex Fund Adviser Class | $41.31 | -0.65% | $44.6M | 44 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
| ETHT ProShares - Ultra Ether ETF | $12.57 | +19.94% | $92.2M | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CAREX's Key Strengths?
Strong focus on sustainable investing.
- Global investment reach.
- Rigorous screening process.
- Alignment with growing ESG trend.
What Are CAREX's Weaknesses?
Relatively small market capitalization.
- Lack of dividend yield may deter some investors.
- Higher beta indicates increased volatility.
What Could Drive CAREX Stock Higher?
Increasing investor demand for ESG investments will likely drive inflows into CAREX.
- Growing corporate focus on sustainability may improve the performance of CAREX's portfolio companies.
- Potential regulatory support for sustainable investing could further boost demand for ESG funds.
What Are the Key Risks for CAREX?
Market downturn could negatively impact the fund's performance.
- Increased competition in the ESG fund space may put pressure on fees and performance.
- Greenwashing concerns could damage the fund's reputation.
- The fund's higher beta indicates increased volatility compared to the market.
What Are the Growth Opportunities for CAREX?
- Expansion of ESG Investing: The increasing global focus on ESG investing presents a significant growth opportunity for CAREX. As more investors prioritize sustainable investments, the demand for funds like CAREX is expected to rise. CAREX can capitalize on this trend by enhancing its marketing efforts and expanding its distribution channels to reach a wider audience of ESG-conscious investors.
- Product Diversification: CAREX can explore opportunities to diversify its product offerings by launching new funds focused on specific sustainability themes, such as renewable energy, clean technology, or social impact. This would allow the fund to cater to a broader range of investor preferences and capture a larger share of the sustainable investment market. By developing specialized funds, CAREX can attract investors seeking targeted exposure to specific areas within the sustainability landscape.
- Geographic Expansion: CAREX can expand its geographic reach by targeting new markets with a growing interest in sustainable investing, such as Asia and Latin America. These regions are experiencing increasing awareness of environmental and social issues, leading to a greater demand for ESG-focused investment products. By establishing a presence in these markets, CAREX can tap into new sources of capital and diversify its investor base.
- Enhanced Engagement with Portfolio Companies: CAREX can strengthen its engagement with portfolio companies to drive further improvements in their sustainability performance. By actively engaging with companies on ESG issues, CAREX can influence their practices and promote greater transparency and accountability. This would not only enhance the fund's reputation as a responsible investor but also potentially improve the long-term financial performance of its portfolio companies.
- Strategic Partnerships: CAREX can form strategic partnerships with other organizations in the sustainable investment ecosystem, such as research firms, NGOs, and industry associations. These partnerships can provide CAREX with access to valuable resources, expertise, and networks, enabling it to enhance its investment process and expand its reach. By collaborating with other stakeholders, CAREX can strengthen its position as a leader in the sustainable investment market.
What Threats Does CAREX Face?
- Increased competition from other ESG funds.
- Potential for greenwashing concerns.
- Market volatility impacting fund performance.
- Changes in regulatory landscape for sustainable investing.
What Are CAREX's Competitive Advantages?
- Focus on Sustainability: CAREX differentiates itself through its exclusive focus on sustainable investments, catering to a growing market segment.
- Rigorous Screening Process: The fund's screening process ensures that investments align with its sustainability criteria, providing investors with confidence in its ESG commitment.
- Global Reach: CAREX's ability to invest in companies worldwide allows for diversification and access to a broader range of sustainable businesses.
What Does CAREX Do?
Domini Sustainable Solutions Fund Investor Shares (CAREX) is an investment fund dedicated to promoting sustainability through its investment strategy. The fund was established with the core principle of directing capital towards companies that exhibit a strong commitment to environmental and social responsibility. CAREX invests primarily in equity securities of companies worldwide, including those in the United States, without restriction on market capitalization. This allows the fund to access a broad range of companies, from large multinational corporations to smaller, emerging businesses, all united by their dedication to sustainable practices. The fund's investment approach involves a rigorous screening process to identify companies that meet specific sustainability criteria. This includes evaluating companies' environmental impact, social responsibility initiatives, and corporate governance practices. By focusing on these factors, CAREX aims to not only generate financial returns but also contribute to positive social and environmental outcomes. The fund's commitment to sustainability extends beyond its investment decisions, as it also actively engages with portfolio companies to encourage continuous improvement in their sustainability performance. CAREX seeks to provide investors with a vehicle to align their financial goals with their values, supporting companies that are working towards a more sustainable future.
What Products and Services Does CAREX Offer?
- Invests in companies demonstrating a commitment to sustainability solutions.
- Focuses on equity securities across various market capitalizations.
- Operates globally, including in the United States.
- Screens companies based on environmental impact, social responsibility initiatives, and corporate governance practices.
- Engages with portfolio companies to encourage continuous improvement in sustainability performance.
- Provides investors with a vehicle to align financial goals with values.
How Does CAREX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Attracts investors seeking sustainable investment options.
- Deploys capital into companies meeting specific sustainability criteria.
What Industry Does CAREX Operate In?
The asset management industry is undergoing a significant shift towards sustainable investing, driven by increasing investor awareness of environmental, social, and governance (ESG) factors. Funds like CAREX are at the forefront of this trend, catering to the growing demand for investments that align with ethical and environmental values. The competitive landscape includes both specialized ESG funds and traditional asset managers incorporating sustainability into their investment processes. The market for sustainable investments is expanding rapidly, with projections indicating continued growth as investors seek to make a positive impact alongside financial returns.
Who Are CAREX's Key Customers?
- Individual investors seeking socially responsible investments.
- Institutional investors with ESG mandates.
- Financial advisors looking for sustainable investment solutions for their clients.
CAREX Valuation & Market Position
With a $57.4M market cap, Domini Sustainable Solutions Fund Investor Shares sits in the micro-cap segment of the market. Relative to its peer group, CAREX's quantitative score of 47/100 is roughly in line with the peer average of 46/100.
Key Financial Metrics
Return on equity for Domini Sustainable Solutions Fund Investor Shares stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. CAREX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
CAREX Financials
Bull Case vs Bear Case
Bull Case
- La reciente actividad de insiders ha mostrado compras significativas, lo que sugiere confianza en el futuro de la empresa.
- El sentimiento comunitario ha sido predominantemente positivo, destacando la creciente importancia de la sostenibilidad en las inversiones.
- Desarrollos recientes en el sector de soluciones sostenibles han generado un interés renovado en empresas como CAREX.
- Los inversores están cada vez más enfocados en fondos que priorizan criterios ambientales, sociales y de gobernanza, lo que beneficia a CAREX.
Bear Case
- A pesar del optimismo, la volatilidad del mercado puede afectar negativamente a los fondos sostenibles en el corto plazo.
- Algunos miembros de la comunidad han expresado preocupaciones sobre la competencia creciente en el sector de inversiones sostenibles.
- El rendimiento histórico del fondo ha sido inconsistente, lo que genera dudas entre ciertos inversores.
- La falta de claridad en la estrategia a largo plazo de CAREX ha llevado a escepticismo entre analistas y miembros de la comunidad.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
CAREX Latest News
No recent news available for CAREX.
CAREX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CAREX.
Price Targets
Wall Street price target analysis for CAREX.
CAREX MoonshotScore
What does this score mean?
The MoonshotScore rates CAREX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Domini Sustainable Solutions Fund Investor Shares (CAREX) — Financial Services
What does the AI Score mean for CAREX?
CAREX holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Domini Sustainable Solutions Fund Investor Shares (CAREX) is an asset management fund committed to investing in companies demonstrating sustainable practices. The fund primarily focuses on equity …
What does Domini Sustainable Solutions Fund Investor Shares do?
Domini Sustainable Solutions Fund Investor Shares (CAREX) is an asset management fund that invests in companies demonstrating a commitment to sustainability solutions. The fund allocates at least 80% of its net assets to companies that meet its sustainability criteria. CAREX invests in equity securities across various market capitalizations and geographies, including the United States.
What are the main risks for CAREX?
CAREX faces several risks, including market volatility, increased competition in the ESG fund space, and potential greenwashing concerns. A market downturn could negatively impact the fund's performance. Increased competition from other ESG funds may put pressure on fees and performance. Greenwashing concerns, if raised, could damage the fund's reputation and deter investors.
What are the key factors to evaluate for CAREX?
Domini Sustainable Solutions Fund Investor Shares (CAREX) holds an AI score of 47/100 (low). CAREX presents an investment opportunity for those seeking exposure to sustainable investments. Not financial advice.
How frequently does CAREX data refresh on this page?
CAREX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CAREX's recent stock price performance?
Domini Sustainable Solutions Fund Investor Shares (CAREX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong focus on sustainable investing. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CAREX overvalued or undervalued right now?
Domini Sustainable Solutions Fund Investor Shares (CAREX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research CAREX before investing?
Before investing in Domini Sustainable Solutions Fund Investor Shares (CAREX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding CAREX to a portfolio?
Key strength of Domini Sustainable Solutions Fund Investor Shares (CAREX): Strong focus on sustainable investing. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending, limiting the depth of financial insights.
- Reliance on provided data for company description and business model.