How to Invest

RAFI strategies seek to deliver on the promise of smart beta by generating excess returns versus the market benchmark.
All RAFI strategies are designed to be transparent, diversified, high capacity, and low cost. Below is a summary of current paths to access our strategies.* Please contact us for more information.

RAFI Multi-Factor

A smart beta equity strategy that offers diversified factor exposures through allocations to value, low volatility, quality, momentum, and size.

Exchange Traded Funds (ETFs) available in the United States

MFEM

PIMCO

 

 

PIMCO RAFI Dynamic

Multi-Factor Emerging

Markets Equity ETF

 

 

Equity, Smart Beta,

Emerging Markets

MFUS

PIMCO

 

 

PIMCO RAFI Dynamic

Multi-Factor U.S.

Equity ETF

 

 

Equity, Smart Beta,

U.S.

MFDX

PIMCO

 

 

PIMCO RAFI Dynamic

Multi-Factor International

Equity ETF

 

 

Equity, Smart Beta,

Developed

Mutual Funds available in Europe

PIDEIEA

PIMCO

 

 

PIMCO GIS RAFI Dynamic

Multi-Factor Emerging

Markets Equity Fund

 

 

Equity, Smart Beta,

Emerging Markets

PIDDEIA

PIMCO

 

 

PIMCO GIS RAFI Dynamic

Multi-Factor Global

Developed Equity Fund

 

 

Equity, Smart Beta,

Developed

PIEEIAE

PIMCO

 

 

PIMCO GIS RAFI Dynamic

Multi-Factor Europe

Equity Fund

 

 

Equity, Smart Beta,

Europe

PIUSEIA

PIMCO

 

 

PIMCO GIS RAFI Dynamic

Multi-Factor US

Equity Fund

 

 

Equity, Smart Beta,

U.S.

Financial Advisors may access RAFI solutions via direct indexing and separately managed accounts through Parametric and others.

 

Asset Owners seeking institutional exposures can invest in smart beta strategies tracking RAFI Indices through Jackson National, PIMCO, BNP Paribas, Parametric, and others. Contact the team for more information.


 

Disclaimer: The “How to Invest” information provided herein is only intended to be general summary information, as of the dates indicated, to the investing public and does not reflect the jurisdictions in which indices and related investment products may or may not be legally offered.  By providing this summary list of the names of or links to organizations that may offer investors access to our indices, RAFI Indices, LLC (“RAFI”) in no way markets, promotes, offers, recommends, endorses or prefers any provider or any of their related investment products and does not make any representation regarding the advisability of any investment product or the ability to license or promote an index or a related investment product pursuant to applicable regulation.  Moreover, the past performance of any index or investment product should not be construed as an indicator of future performance.  All investors, professional, institutional, or otherwise, should evaluate the suitability of any investment product as well as any applicable geographic requirements before making an investment decision.  RAFI is not an investment adviser, fiduciary or responsible for determining your investor classification or the advisability or suitability of any index or investment product.  RAFI is not compensated for promoting any non-affiliated entity and instead is only compensated with an asset-based fee in the limited capacity as a licensor of indices. We believe the information provided here is reliable, but do not warrant its accuracy or completeness.

*As of September 2019.