The RAFI Value Factor Index is a concentrated value strategy that selects securities by their ratio of fundamentals to capitalization weight.
RAFI Value Factor Global Index — RADMFGVT
RAFI Value Factor U.S. Index — RADMFUVT
RAFI Value Factor Developed ex-U.S. Index — RADMFXVT
RAFI Value Factor Developed Index — RADMFDVT
RAFI Value Factor Emerging Markets Index — RADMFEVT
The RAFI Low Volatility Factor Index is a concentrated low-volatility strategy that selects securities using a systematic risk measure.
RAFI Low Volatility Factor Global Index — RADMFLGT
RAFI Low Volatility Factor U.S. Index — RADMFULT
RAFI Low Volatility Factor Developed ex-U.S. Index — RADMFXLT
RAFI Low Volatility Factor Developed Index — RADMFLDT
RAFI Low Volatility Factor Emerging Markets Index — RADMFELT
The RAFI Quality Factor Index is a concentrated quality strategy that uses the combination of high profitability and low investment to select quality stocks.
RAFI Quality Factor Global Index — RADMFGQT
RAFI Quality Factor U.S. Index — RADMFUQT
RAFI Quality Factor Developed ex-U.S. Index — RADMFXQT
RAFI Quality Factor Developed Index — RADMFDQT
RAFI Quality Factor Emerging Markets Index — RADMFEQT
The RAFI Size Factor Index equally allocates to four factors—value, low volatility, quality, and momentum—within the small universe.
RAFI Size Factor U.S. Index — RADMFSST
RAFI Size Factor Developed ex-U.S. Index — RADMFXST
RAFI Size Factor Developed Index — RADMFDST
Source: FactSet | Data: As of 12/31/2017 in USD | Inception Date: 01/31/2017
Note: Portfolio characteristics derived from FactSet. Data prior to launch is simulated.
*Inception to Date (ITD) uses the first full month of returns after inception date. All returns prior to inception are simulated. Please see disclosures for important information regarding simulated performance.