Invest in

Socially Responsible

12.4%
7.4%
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
12.4%
7.4%
0.1%
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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
30.4% Consumer Products & Services 15.8%
5.8% Johnson & Johnson JNJ 31.0%
5.3% Costco Wholesale Corporation COST 17.7%
5.0% Coca-Cola Company (The) KO 16.0%
5.0% Colgate-Palmolive Company CL 12.8%
4.8% Procter & Gamble Company (The) PG 10.9%
4.6% Nike Inc. NKE 2.6%
30.0% Technology 13.0%
5.7% Microsoft Corporation MSFT 28.6%
5.6% Intel Corporation INTC 26.4%
5.4% Automatic Data Processing Inc. ADP 22.5%
5.2% Alphabet Inc. GOOGL --
4.6% International Business Machines Corp. IBM 5.8%
3.6% Apple Inc. AAPL 19.1%
24.4% Health Care 11.5%
5.3% Bristol-Myers Squibb Company BMY 20.2%
5.3% Medtronic plc. MDT 17.5%
4.8% Pfizer Inc. PFE 10.8%
4.6% Merck & Company Inc. (new) MRK 6.8%
4.4% Eli Lilly and Company LLY 0.5%
11.4% Industrials & Transportation 30.0%
6.0% Illinois Tool Works Inc. ITW 34.7%
5.4% 3M Company MMM 24.7%
3.8% Financials 13.7%
3.8% Wells Fargo & Company WFC 13.7%

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