Invest in

Socially Responsible

16.6%
3.0%
0.1%

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
16.6%
3.0%
0.1%
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
36.9% Information Technology 31.3%
6.1% Apple Inc. AAPL 40.9%
5.5% Microsoft Corporation MSFT 26.3%
5.3% Texas Instruments Incorporated TXN 45.7%
5.3% Cisco Systems Inc. CSCO 31.5%
5.3% Visa Inc. V 22.3%
5.0% Intel Corporation INTC 27.4%
4.4% Qualcomm Inc. QCOM 21.7%
29.0% Health Care 14.5%
5.0% Merck & Company Inc. (new) MRK 33.1%
5.0% Abbott Laboratories ABT 17.9%
4.9% Eli Lilly and Company LLY 10.0%
4.9% Johnson & Johnson JNJ 18.5%
4.7% Pfizer Inc. PFE 17.8%
4.5% Bristol-Myers Squibb Company BMY 13.0%
14.5% Industrials 13.6%
5.0% 3M Company MMM 20.2%
4.8% United Parcel Service Inc. UPS 13.2%
4.8% General Electric Company GE 7.0%
9.7% Consumer Staples 6.1%
5.1% Procter & Gamble Company (The) PG 13.6%
4.6% Coca-Cola Company (The) KO 2.2%
5.1% Financials 25.7%
5.1% BlackRock Inc. BLK 25.7%
4.8% Consumer Discretionary 8.5%
4.8% The TJX Companies Inc. TJX 8.5%

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