RAFI Indices

The website content displayed is for informational purposes only. RAFI Indices, LLC (“RAFI”) is a California limited liability company that constructs and publishes indices. RAFI does not offer or provide investment advice or offer or sell any securities, commodities or derivative instruments or products. This material is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument, nor is it advice or a recommendation to enter into any transaction. Any offer to sell or a solicitation of an offer to buy or sell shall be made solely by a legally permitted entity registered or licensed with the applicable regulator(s). The information contained herein should not be construed as financial or investment advice on any subject matter. RAFI does not warrant the accuracy of the information provided herein, either express or implied, for any particular purpose.

RAFI and its affiliates, agents, and each of their respective officers, directors, employees, agents, representatives and licensors shall not be liable to any third party for any loss or damages, whether direct, indirect or consequential, arising from or related to (i) any inaccuracy or incompleteness in, errors or omissions in the website content or (ii) any decision made or action taken by any third party in reliance upon such content. RAFI does not make any warranties, express or implied, to anyone regarding the website content, including, without limitation, any warranties with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for a particular purpose or any warranties as to the results to be obtained by any third-party in connection with the use of the content. RAFI shall not be liable to anyone for loss of business revenues, lost profits or any indirect, consequential, special or similar damages whatsoever, whether in contract, tort or otherwise, even if advised of the possibility of such damages.

Index Data and Performance

Past performance is not indicative of future results. Certain performance information presented represents simulated performance or performance based on combined simulated index data (pre-index launch) and live index data (post-index launch). Past simulated performance is no guarantee of future performance and does not represent actual performance of an investment product based on an index. No allowance has been made for trading costs, management fees, or other costs associated with asset management, as the information provided relates only to the index itself. Performance data includes reinvestment of all dividends and income. Indexes are unmanaged and cannot be invested in directly. Actual investment results will differ. The simulated data may have under-or over-compensated for the impact, if any, of certain market factors. Simulated returns may not reflect the impact that material economic and market factors might have had on an investor’s decision making. Simulated data is subject to the fact that it is designed with the benefit of hindsight. Simulated returns carry the risk that actual performance is not as depicted due to inaccurate predictive modeling. Simulated returns cannot predict how an investment strategy will perform in the future. Investors may experience loss of all or some of their investment. With the exception of data on the Research Affiliates Fundamental Index, all other information and data are generally based on information and data from third party sources. Investors should be aware of the risks associated with data sources and quantitative processes used in the creation of index- related data. Errors may exist in data acquired from third party vendors, the construction of indices, and in coding related to the index construction process. While RAFI takes steps to identify data and process errors so as to minimize the potential impact of such errors on index performance, RAFI cannot guarantee that such errors will not occur.

Use of Website

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Patent, Trademarks and Copyrights

The RAFI trademark is used under license by RAFI. The RAFI Indices, LLC corporate name and all related logos are the exclusive intellectual property of RAFI.

The trademarks Fundamental Index™, RAFI™, RAFI Low Volatility™, RAFI Dynamic Multi-Factor™; RAFI Multi-Factor™; RAFI Indices™; Research Affiliates Equity™, RAE™ and the Research Affiliates™ trademark and corporate name and all related logos are the exclusive intellectual property of Research Affiliates, LLC (“Research Affiliates”) and in some cases are registered trademarks in the U.S. and other countries including United States. Various features of the Fundamental Index methodology, including an accounting data-based non-capitalization data processing system and method for creating and weighting an index of securities, are protected by various patents of Research Affiliates.