Socially Responsible
Invest in

Socially Responsible

10.9%
1.6%
0.5%

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
10.9%
1.6%
0.5%
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
29.1% Consumer Products & Services 12.8%
6.4% Nike Inc. Cl B NKE 42.9%
5.2% Costco Wholesale Corp COST 23.1%
4.5% Procter & Gamble Co. PG 3.6%
4.4% Colgate-Palmolive Co. CL 1.3%
4.3% Coca-Cola Co. KO 3.7%
4.3% Johnson & Johnson JNJ 4.4%
28.8% Technology 7.7%
6.1% Apple Inc. AAPL 37.6%
4.9% Microsoft Corporation MSFT 8.8%
4.9% Intel Corp INTC 1.4%
4.6% Automatic Data Processing Inc. ADP 3.1%
4.4% Google Inc A GOOGL 7.4%
4.0% International Business Machines Corp. IBM 10.0%
27.5% Health Care 22.4%
6.5% Eli Lilly & Co. LLY 41.5%
6.3% Bristol-Myers Squibb Company BMY 43.4%
5.2% Medtronic PLC MDT --
5.0% Pfizer Inc. PFE 13.7%
4.4% Merck & Co. Inc. MRK 0.7%
9.6% Industrials & Transportation 9.5%
4.9% 3M Co. MMM 9.6%
4.8% Illinois Tool Works Inc. ITW 9.4%
4.9% Financials 10.7%
4.9% Wells Fargo & Co. WFC 10.7%