Resources

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

RAFI Roadmap

Expected returns, trailing returns, costs, characteristics, top-10 holdings, and more...
As of 09/30/2017.

RAFI Fundamental Indices

RAFI Fundamental Global Index

USD

RAFI Fundamental US Index

USD

RAFI Fundamental Developed ex-U.S. Index

USD

RAFI Fundamental Emerging Markets Index

USD

RAFI Dynamic Multi-Factor

RAFI Dynamic Multi-Factor U.S. Index

USD

RAFI Dynamic Multi-Factor Developed ex-U.S. Index

USD

RAFI Dynamic Multi-Factor Emerging Markets Index

USD

Further Resources

These documents are intended to both review and frame performance in light of the core principles of the strategy. As of 12/31/2017.

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 Europe Index

EUR

RAFI Index Series, RAFI UK All Company Index

GBP

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