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 Developed Index — RADMFDVT
RAFI Value Factor Developed ex US Index — RADMFXVT
RAFI Value Factor Emerging Markets Index — RADMFEVT
RAFI Value Factor US Index — RADMFUVT
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 Developed Index — RADMFLDT
RAFI Low Volatility Factor Developed ex US Index — RADMFXLT
RAFI Low Volatility Factor Emerging Markets Index — RADMFELT
RAFI Low Volatility Factor US Index — RADMFULT
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 Developed Index — RADMFDQT
RAFI Quality Factor Developed ex US Index — RADMFXQT
RAFI Quality Factor Emerging Markets Index — RADMFEQT
RAFI Quality Factor US Index — RADMFUQT
The RAFI Size Factor Index equally allocates to four factors—value, low volatility, quality, and momentum—within the small universe.
RAFI Size Factor Developed Index — RADMFDST
RAFI Size Factor Developed ex US Index — RADMFXST
RAFI Size Factor US Index — RADMFSST
Source: FactSet | Data: As of 12/31/2018 in USD | Inception Date: 01/31/2017 for US, Developed ex US, and Emerging Markets; 03/31/2017 for Global and Developed.
*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.