Socially Responsible
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Socially Responsible

1.5%
3.6%
1.2%

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
1.5%
3.6%
1.2%
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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
31.9% Consumer Products & Services 5.0%
5.5% Coca-Cola Co (The) KO 5.5%
5.4% Johnson & Johnson JNJ 4.6%
5.4% Costco Wholesale Corp COST 0.9%
5.3% NIKE Inc NKE 21.3%
5.3% Procter & Gamble Co. PG 0.1%
5.0% Colgate-Palmolive Co. CL 2.9%
29.9% Technology 4.5%
5.8% Microsoft Corporation MSFT 18.8%
5.6% Alphabet Inc GOOGL --
5.3% Automatic Data Processing Inc. ADP 4.5%
5.2% Intel Corp INTC 11.8%
4.0% Apple Inc. AAPL 20.7%
3.9% International Business Machines Corp. IBM 18.9%
23.4% Health Care 2.7%
5.1% Medtronic PLC MDT 0.5%
4.9% Bristol-Myers Squibb Company BMY 4.4%
4.5% Merck & Co. Inc MRK 13.7%
4.5% Lilly (Eli) & Co. LLY 7.4%
4.5% Pfizer Inc PFE 11.8%
10.7% Industrials & Transportation 4.5%
5.4% Illinois Tool Works Inc. ITW 4.7%
5.3% 3M Co MMM 4.2%
4.1% Financials 12.5%
4.1% Wells Fargo & Co. WFC 12.5%

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