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Socially Responsible

14.3%
0.1%
0.3%

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
14.3%
0.1%
0.3%
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
36.6% Information Technology 30.4%
5.5% Apple Inc. AAPL 25.0%
5.4% Microsoft Corporation MSFT 24.8%
5.4% Texas Instruments Incorporated TXN 54.6%
5.2% Intel Corporation INTC 19.1%
5.1% Qualcomm Inc. QCOM 50.3%
5.1% Visa Inc. V 11.9%
4.9% Cisco Systems Inc. CSCO 26.6%
28.6% Health Care 9.8%
4.9% Merck & Company Inc. (new) MRK 27.0%
4.9% Eli Lilly and Company LLY 0.2%
4.8% Johnson & Johnson JNJ 21.5%
4.7% Bristol-Myers Squibb Company BMY 6.0%
4.7% Abbott Laboratories ABT 4.2%
4.6% Pfizer Inc. PFE 11.1%
15.2% Industrials 25.3%
5.2% United Parcel Service Inc. UPS 29.9%
5.0% General Electric Company GE 14.5%
5.0% 3M Company MMM 31.3%
9.6% Consumer Staples 7.7%
4.9% Procter & Gamble Company (The) PG 14.4%
4.7% Coca-Cola Company (The) KO 0.9%
5.1% Financials 27.8%
5.1% BlackRock Inc. BLK 27.8%
4.9% Consumer Discretionary 13.7%
4.9% The TJX Companies Inc. TJX 13.7%

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