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Socially Responsible

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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
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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
36.6% Information Technology 14.8%
5.6% Qualcomm Inc. QCOM 43.1%
5.4% Microsoft Corporation MSFT 13.0%
5.3% Texas Instruments Incorporated TXN 28.6%
5.3% Apple Inc. AAPL 4.0%
5.2% Intel Corporation INTC 5.5%
5.0% Visa Inc. V 1.1%
4.9% Cisco Systems Inc. CSCO 14.2%
27.6% Health Care 3.7%
4.8% Merck & Company Inc. (new) MRK 16.1%
4.7% Johnson & Johnson JNJ 11.5%
4.7% Bristol-Myers Squibb Company BMY 18.5%
4.5% Pfizer Inc. PFE 0.5%
4.5% Abbott Laboratories ABT 13.4%
4.3% Eli Lilly and Company LLY 19.9%
15.7% Industrials 14.8%
5.6% United Parcel Service Inc. UPS 20.8%
5.2% General Electric Company GE 7.9%
5.0% 3M Company MMM 15.3%
9.7% Consumer Staples 5.5%
4.9% Procter & Gamble Company (The) PG 11.8%
4.8% Coca-Cola Company (The) KO 0.9%
5.4% Financials 11.0%
5.4% BlackRock Inc. BLK 11.0%
5.1% Consumer Discretionary 11.1%
5.1% The TJX Companies Inc. TJX 11.1%

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