RAFI Indices constructs, publishes, and licenses indices based on Research Affiliates' insights and strategies. We focus on delivering high-quality index products, best-in-class client service, and authentic investor advocacy. RAFI Indices is built with the research, insights, and strategies of Research Affiliates.

Available Indices

RAFI™ Fundamental Indices

The RAFI Fundamental Indices use the Research Affiliates’ Fundamental Index™ methodology, which weights companies based on fundamental measures of company size (as measured by accounting variables) rather than their market capitalization.

  • RAFI Fundamental Global Index — RAFIGLBT
  • RAFI Fundamental Developed Index — RAFIDEVT
  • RAFI Fundamental Developed ex US Index — RAFIDXUT
  • RAFI Fundamental US Index — RAFIUST
  • RAFI Fundamental US Small Company Index — RAFIUSST
  • RAFI Fundamental Emerging Markets Index — RAFIEMT

RAFI™ Fundamental High Liquidity Indices

The RAFI Fundamental Indices use the Research Affiliates’ Fundamental Index™ methodology, which weights companies based on fundamental measures of company size (as measured by accounting variables) rather than their market capitalization.

  • RAFI Fundamental High Liquidity Global Real Estate Index — RAHLGRET
  • RAFI Fundamental High Liquidity Developed ex US Large Index — RAHLXULT
  • RAFI Fundamental High Liquidity Developed ex US Small Index — RAHLXUST
  • RAFI Fundamental High Liquidity Emerging Markets Index — RAHLEMLT
  • RAFI Fundamental High Liquidity US All Index — RAHLUSAT
  • RAFI Fundamental High Liquidity US Large Index — RAHLUSLT
  • RAFI Fundamental High Liquidity US Small Index— RAHLUSST

RAFI™ Fundamental Select Index Series

The RAFI Fundamental Indices use the Research Affiliates’ Fundamental Index™ methodology, which weights companies based on fundamental measures of company size (as measured by accounting variables) rather than their market capitalization.

  • RAFI Fundamental Select Global 3000 Index — RAFSGLBT
  • RAFI Fundamental Select Developed 1000 Index — RAFSDEVT
  • RAFI Fundamental Select Developed ex US 1000 Index — RAFSDXUT
  • RAFI Fundamental Select Developed ex US 1500 Index — RAFSDXST
  • RAFI Fundamental Select Emerging Markets 350 Index — RAFSEMMT
  • RAFI Fundamental Select Canada 100 Index — RAFSCANT
  • RAFI Fundamental Select US 1000 Index — RAFSUSLT
  • RAFI Fundamental Select US 1500 Index — RAFSUSST

RAFI™ Dynamic Multi-Factor

The RAFI Multi-Factor Index suite aims to provide diversified exposures through allocations to value, low volatility, quality, momentum, and size. In addition, the Index Series uses the Research Affiliates’ Fundamental Index™ methodology, which weights companies based on fundamental measures of company size (as measured by accounting variables) rather than their market capitalization.

  • RAFI Dynamic Multi-Factor Developed ex US Index — RADMFXUT
  • RAFI Dynamic Multi-Factor US Index — RADMFUST
  • RAFI Dynamic Multi-Factor Emerging Markets Index — RADMFEMT

RAFI™ Multi-Factor

The RAFI Multi-Factor index series offers diversified factor exposures through allocations to value, low volatility, quality, momentum, and size. The index uses recent and historical metrics to tilt toward factor portfolios which are particularly attractive on a forward looking basis.

  • RAFI Multi-Factor Developed Index — RAQMFDLT
  • RAFI Multi-Factor US Index — RAQMFUST
  • RAFI Multi-Factor Emerging Markets Index — RAQMFEMT

RAFI™ ESG

RAFI ESG is a thoughtfully designed smart beta strategy that helps investors achieve the dual objectives of social responsibility and long-horizon outperformance.

  • RAFI ESG Developed Index — RAESGDVT
  • RAFI ESG US Index — RAESGUST

Research Affiliates® Global Multi-Asset Index (RAGMAE)

RAGMAE uses Research Affiliates’ proprietary research and aims to provide broad diversification and stable returns through volatile markets.

  • Research Affiliates Global Multi-Asset Index (Excess) — RAGMAE

RAFI™ Climate Index Strategies

Our climate index strategies take advantage of the Fundamental Index approach while reducing overall index carbon intensity over time.

  • RAFI Fundamental Global Carbon Neutral — RCNGLT
  • RAFI Fundamental Emerging Markets Carbon Neutral Exclusion Screened Index — RCNXEMT
  • RAFI Fundamental Global Low Carbon Transition Index — RLCTGLT
  • RAFI Fundamental Global Reduced Carbon Pathway 3.5% Index — RCPGLBT
  • RAFI Fundamental Developed Custom Reduced Carbon Pathway 3.0 % Index — RCPDEVCT
  • RAFI Fundamental Emerging Custom Reduced Carbon Pathway 3.0% Index — RCPEMCT
  • RAFI Multi-Factor Climate Transition Developed Index — RMFCTDUT

Research Affiliates® Cap-Weighted Index Series

The Research Affiliates Cap-Weighted Index strategy offers investors a thoughtful cap-weighted index construction.

  • RACWI Global Index — RACWIGLT
  • RACWI US Index — RACWIULT

Research Affiliates® Deletions Index

The Research Affiliates Deletions Index benefits from long-term price reversal of companies dropped from market capitalization weighted indices.

  • Research Affiliates Deletions Index — NIXT

RAFI™ Single-Factor

The RAFI Multi-Factor index series offers diversified factor exposures through allocations to value, low volatility, quality, momentum, and size. The index uses recent and historical metrics to tilt toward factor portfolios which are particularly attractive on a forward looking basis.

  • RAFI Value Factor US Index — RADMFUVT
  • RAFI Quality Factor US Index — RADMFUQT
  • RAFI Low Volatility Factor US Index — RADMFULT
  • RAFI Low Volatility Factor Developed Index — RADMFLDT

How to Invest

For general inquiries email: info@rafi.com

Registered Funds

Available through PIMCO, built on the RAFI Dynamic Multi-Factor Index.


Available in the United States.

MFUS

PIMCO RAFI
Dynamic Multi-Factor
US Equity

MFDX

PIMCO RAFI
Dynamic Multi-Factor
International Equity

MFEM

PIMCO RAFI
Dynamic Multi-Factor
Emerging Markets Equity

Available in Europe.

MFUS

PIMCO GIS
RAFI Dynamic Multi-Factor
Emerging Markets Equity Fund

MFDX

PIMCO GIS
RAFI Dynamic Multi-Factor
Global Developed Equity Fund

MFEM

PIMCO GIS
RAFI Dynamic Multi-Factor
Europe Equity Fund

PIUSEIA

PIMCO GIS
RAFI Dynamic Multi-Factor
US Equity Fund

Disclaimer

The information provided using this website is only intended to be general summary information to the investing public and does not reflect the jurisdictions in which indices may or may not be legally offered. By providing through our website a summary list of the names of or links to organizations that may offer investors access to our indices, RAFI Indices, LLC 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 either the advisability of investing in any investment product or the ability to license or promote an index pursuant to applicable regulation. Moreover, the past performance of any investment fund or product should not be construed as an indicator of future performance. Investors may be required to meet certain suitability and geographic requirements and therefore should consult the provider or a financial adviser for additional information.

Although you are afforded the ability to share the information provided herein with others, RAFI Indices, LLC is not responsible for determining your investor classification or the advisability or suitability of the information for any investor type. RAFI Indices, LLC 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 intellectual property.