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Socially Responsible

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1.1%
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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
5.3%
1.1%
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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
31.2% Consumer Products & Services 11.7%
5.6% Johnson & Johnson JNJ 16.2%
5.4% Coca-Cola Co (The) KO 14.0%
5.2% Colgate-Palmolive Co. CL 9.2%
5.1% NIKE Inc NKE 18.9%
5.0% Costco Wholesale Corp COST 6.0%
4.9% Procter & Gamble Co. PG 5.4%
29.2% Technology 3.6%
5.4% Microsoft Corporation MSFT 7.6%
5.3% Alphabet Inc GOOGL --
5.3% Automatic Data Processing Inc. ADP 5.8%
5.1% Intel Corp INTC 5.5%
4.5% International Business Machines Corp. IBM 13.7%
3.7% Apple Inc. AAPL 23.7%
24.2% Health Care 4.4%
5.4% Bristol-Myers Squibb Company BMY 11.4%
5.1% Medtronic PLC MDT 7.4%
4.8% Pfizer Inc PFE 1.3%
4.6% Merck & Co. Inc MRK 6.3%
4.4% Lilly (Eli) & Co. LLY 6.9%
11.2% Industrials & Transportation 10.3%
5.8% Illinois Tool Works Inc. ITW 11.8%
5.5% 3M Co MMM 8.8%
4.1% Financials 9.0%
4.1% Wells Fargo & Co. WFC 9.0%

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