Invest in

Socially Responsible

7.1%
1.5%
1.6%

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
7.1%
1.5%
1.6%
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
31.1% Consumer Products & Services 12.3%
5.8% Johnson & Johnson JNJ 21.9%
5.3% Coca-Cola Company (The) KO 15.1%
5.2% Costco Wholesale Corporation COST 15.9%
5.1% Colgate-Palmolive Company CL 10.4%
5.0% Procter & Gamble Company (The) PG 8.7%
4.6% Nike Inc. NKE 1.3%
29.2% Technology 1.9%
5.3% Automatic Data Processing Inc. ADP 9.9%
5.3% Intel Corporation INTC 7.3%
5.3% Microsoft Corporation MSFT 15.4%
5.1% Alphabet Inc. GOOGL --
4.4% International Business Machines Corp. IBM 6.6%
3.7% Apple Inc. AAPL 23.5%
24.7% Health Care 5.0%
5.4% Bristol-Myers Squibb Company BMY 9.6%
5.4% Medtronic plc. MDT 15.4%
4.9% Pfizer Inc. PFE 4.7%
4.7% Merck & Company Inc. (new) MRK 0.9%
4.3% Eli Lilly and Company LLY 9.0%
11.1% Industrials & Transportation 13.1%
5.6% Illinois Tool Works Inc. ITW 13.2%
5.5% 3M Company MMM 12.9%
3.9% Financials 16.1%
3.9% Wells Fargo & Company WFC 16.1%

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