Social Impact

The Social Impact portfolio provides more exposure to companies with a demonstrated focus on supporting social equity and minority empowerment. It maintains a diversified, relatively low-cost approach to help customers investing for the long-term save towards their goals while expressing their socially-conscious values.
Who it's for
Socially-conscious investors
Holdings Based on an allocation of 90% stocks, 10% bonds
U.S. Total Stock Market 35.20%
Int'l Developed Market Stocks 24.10%
Int'l Emerging Market Stocks 10%
U.S. Minority Empowerment Stocks 5.40%
U.S. Gender Equality Stocks
U.S. Shareholder Engagement Stocks 5.40%
Int'l Developed Market Bonds 1.90%
U.S. High Quality Bonds 5.20%
Int'l Emerging Market Bonds
U.S. Short-Term Treasuries
U.S. Small Cap Stocks 4.50%
U.S. Short-Term High Quality Bonds
U.S. Inflation-Protected Bonds
U.S. Corporate Bonds 1.70%

Allocations as of April 2, 2024

As the bond exposure increases relative to stocks within this portfolio, the exposure to SRI focused ETFs will decline. This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 90% stock, 10% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. Betterment may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.

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