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Socially Responsible

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Stand With Your Favorite Corporate Citizens

Socially responsible investing targets corporations who are advocates of the environment, consumer protection, human rights, and diversity while avoiding businesses involved in alcohol, tobacco, gambling, pornography, and weapons. It’s an idea that has certainly taken hold: total dollars under socially responsible professional management grew to $3.74 trillion in 2012 from $639 billion in 1995[1], outpacing the growth of overall market assets by 110%. Inspired by ideas from the book Low Fee Socially Responsible Investing[2] by Tom Nowak, the stocks in this motif were assembled using a combination of national indices that score companies on measures of social responsibility and political spending disclosures. See more
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Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for just $9.95.
Motif Index 1 YR Return
Socially Responsible Benchmark
With this Motif, you can buy the following basket of stocks for just $9.95:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
37.3% Information Technology 23.2%
6.4% Apple Inc AAPL 37.3%
5.6% Microsoft Corporation MSFT 20.5%
5.6% Texas Instruments Incorporated TXN 40.7%
5.5% Visa Inc. V 13.7%
5.2% Cisco Systems Inc. CSCO 20.3%
5.0% Intel Corporation INTC 16.7%
4.1% Qualcomm Inc. QCOM 5.6%
28.6% Health Care 3.6%
5.0% Eli Lilly and Company LLY 8.7%
5.0% Johnson & Johnson JNJ 10.3%
4.8% Abbott Laboratories ABT 2.8%
4.7% Merck & Company Inc. (new) MRK 13.9%
4.7% Pfizer Inc. PFE 5.4%
4.4% Bristol-Myers Squibb Company BMY 21.8%
14.5% Industrials 7.2%
5.2% 3M Company MMM 16.3%
4.7% United Parcel Service Inc. UPS 3.5%
4.6% General Electric Company GE 0.8%
9.7% Consumer Staples 8.1%
4.9% Procter & Gamble Company (The) PG 14.0%
4.8% Coca-Cola Company (The) KO 2.0%
5.0% Financials 7.4%
5.0% BlackRock Inc. BLK 7.4%
4.9% Consumer Discretionary 2.9%
4.9% The TJX Companies Inc. TJX 2.9%

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