<< RAFI Dynamic Multi-Factor Indices

RADMFXUT

RAFI Dynamic Multi-Factor Developed ex US Index

DATA AS OF: 12-31-2018  ASSET CLASS: Equity

Trailing Returns

Source: FactSet | Data: As of 12/31/2018 in USD | Inception Date: 01/31/2017

*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.

** Tracking Error (TE) calculated against each section’s appropriate benchmark using the first full month of returns following index inception. Index returns prior to inception are simulated.

Characteristics

Source: FactSet | Data: As of 12/31/2018 in USD | Inception Date: 01/31/2017

Note: Portfolio characteristics derived from FactSet. Data prior to launch are simulated. One-way turnover data are historical average data based on simulated history. Capacity is estimated at 50-basis-point market impact level.

Factor Sleeve Allocation

Source: FactSet | Data: As of 12/31/2018

Top 10 Holdings

Source: FactSet | Data: As of 12/31/2018

Sectors

Source: FactSet | Data: As of 12/31/2018 in USD

Regions

Source: FactSet | Data: As of 12/31/2018 in USD

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