AT A GLANCE
The Research Affiliates Cap-Weighted Index strategy offers investors a thoughtful cap-weighted index construction.
The Research Affiliates Cap-Weighted Index strategy selects companies using the Fundamental Index™ approach and weights them by market capitalization. The strategy takes a contrarian tilt by avoiding overpriced companies with small fundamentals and large market capitalization.
Evidence suggests that anchoring the selection of companies by fundamental measures of firm size and weighting them by market capitalization should consistently outperform a cap-weighted benchmark. This strategy aims to deliver excess returns in a manner that results in minimal tracking error while retaining benefits associated with the Fundamental Index approach, such as transparency and low cost.
Thoughtfully designed to deliver for investors
The Research Affiliates Cap-Weighted Index Series (RACWI)
RESEARCH AFFILIATES CAP-WEIGHTED
Factsheets provide information on recent performance, attribution, characteristics, country/sector weights, and top holdings.
Can't find what you're looking for? Let us know.