Socially Responsible
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Socially Responsible

13.3%
3.2%
0.7%

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
13.3%
3.2%
0.7%
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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
29.5% Consumer Products & Services 16.3%
6.6% Nike Inc. Cl B NKE 44.2%
5.5% Costco Wholesale Corp COST 28.2%
4.5% Colgate-Palmolive Co. CL 2.2%
4.4% Procter & Gamble Co. PG 4.1%
4.3% Coca-Cola Co. KO 2.8%
4.2% Johnson & Johnson JNJ 1.1%
29.1% Technology 3.4%
5.8% Apple Inc. AAPL 26.2%
5.2% Google Inc A GOOGL 9.9%
5.0% Microsoft Corporation MSFT 5.9%
4.6% Intel Corp INTC 14.9%
4.6% Automatic Data Processing Inc. ADP 1.1%
3.8% International Business Machines Corp. IBM 16.5%
27.3% Health Care 19.2%
6.3% Eli Lilly & Co. LLY 36.7%
6.0% Bristol-Myers Squibb Company BMY 32.3%
5.4% Medtronic PLC MDT --
5.3% Pfizer Inc. PFE 18.1%
4.4% Merck & Co. Inc. MRK 1.4%
9.1% Industrials & Transportation 4.9%
4.7% 3M Co. MMM 4.7%
4.5% Illinois Tool Works Inc. ITW 5.2%
5.0% Financials 14.7%
5.0% Wells Fargo & Co. WFC 14.7%