Resources

We offer a series of resources and reports to support our indices, which are all available for download below.

Rulebooks

RAFI Multi-Factor and Dynamic Multi-Factor Indices Rulebook

RAFI Fundamental Index Series Rulebook

RAFI ESG Index Series Rulebook

RAFI™ Diversity & Governance Index Series

RAFI Roadmaps

Expected returns, trailing returns, costs, characteristics, top-10 holdings, and more...
As of 09/30/2018.

RAFI Fundamental Indices

RAFI Fundamental Global Index

USD

RAFI Fundamental US Index

USD

RAFI Fundamental Developed Index

USD

RAFI Fundamental Developed ex-US Index

USD

RAFI Fundamental Emerging Markets Index

USD

RAFI Dynamic Multi-Factor

RAFI Dynamic Multi-Factor US Index

USD

RAFI Dynamic Multi-Factor Developed ex-US Index

USD

RAFI Dynamic Multi-Factor Emerging Markets Index

USD

RAFI Multi-Factor

RAFI Multi-Factor Global Index

USD

RAFI Multi-Factor Global ex-Switzerland Index

USD

RAFI Multi-Factor Global AUD Hedged Index

USD

RAFI Multi-Factor Developed Index

USD

Further Resources

These documents are intended to both review and frame performance in light of the core principles of the strategy.

ATTRIBUTIONS & PERFORMANCE COMMENTARIES

RAFI Fundamental Indices

USD

RAFI Multi-Factor Indices

USD

FACTSHEETS

RAFI Multi-Factor Index Series, Global Index

USDEURGBP

RAFI Multi-Factor Index Series, US Index

USD

RAFI Multi-Factor Index Series, Developed Index

USDEURGBP

RAFI Multi-Factor Index Series, Developed exUS Index

USD

RAFI Multi-Factor Index Series, Emerging Markets

USDEURGBP

STRATEGY GUIDES

RAFI Index Series, RAFI Fundamental Europe Index

EUR

RAFI Index Series, RAFI Fundamental UK All Company Index

GBP

RAFI Indices is built with the research, insights, and strategies of our sister company: Research Affiliates, LLC