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 Europe Index — RAFIEURT
  • RAFI Fundamental US Index — RAFIUST
  • RAFI Fundamental US Small Company Index — RAFIUSST
  • RAFI Fundamental UK All Company Index — RAFIUKAT
  • RAFI Fundamental Emerging Markets Index — RAFIEMT

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 Global Index — RADMFGLT
  • RAFI Dynamic Multi-Factor Developed Index — RADMFDLT
  • 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 Global Index — RAQMFGLT
  • RAFI Multi-Factor Global AUD Hedged Index — RAMGADHN
  • RAFI Multi-Factor Global ex Switzerland Index — RAMFGXST
  • RAFI Multi-Factor Developed Index — RAQMFDLT
  • RAFI Multi-Factor Developed ex US Index — RAQMFXUT
  • RAFI Multi-Factor US Index — RAQMFUST
  • RAFI Multi-Factor Emerging Markets Index — RAQMFEMT
  • RAFI Multi-Factor ex Momentum Emerging Markets Index — RAMFEXMT

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 Europe Index — RAESGEUT
  • RAFI ESG US Index — RAESGUST

RAFI™ Diversity & Governance Indices

RAFI Diversity & Governance combines the Fundamental Index™ methodology with measures of gender diversity, governance, financial discipline, and low volatility to allocate to well-managed companies.

  • RAFI Diversity & Governance Developed Index — RADGDEVT
  • RAFI Diversity & Governance Europe Index — RADGEUT
  • RAFI Diversity & Governance US Index — RADGUST

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

The RAFI Value Factor Index is a concentrated value strategy that selects securities by their ratio of fundamentals to capitalization weight.

  • RAFI Value Factor Global Index — RADMFGVT
  • RAFI Value Factor Developed Index — RADMFDVT
  • RAFI Value Factor Developed ex US Index — RADMFXVT
  • RAFI Value Factor US Index — RADMFUVT
  • RAFI Value Factor Emerging Markets Index — RADMFEVT

RAFI™ Low Volatility Factor

The RAFI Low Volatility Factor Index is a concentrated low-volatility strategy that selects securities using a systematic risk measure.

  • RAFI Low Volatility Factor Global Index — RADMFLGT
  • RAFI Low Volatility Factor Developed Index — RADMFLDT
  • RAFI Low Volatility Factor Developed ex US Index — RADMFXLT
  • RAFI Low Volatility Factor US Index — RADMFULT
  • RAFI Low Volatility Factor Emerging Markets Index — RADMFELT

RAFI™ Quality Factor

The RAFI Quality Factor Index is a concentrated quality strategy that uses the combination of high profitability and low investment to select quality stocks.

  • RAFI Quality Factor Global Index — RADMFGQT
  • RAFI Quality Factor Developed Index — RADMFDQT
  • RAFI Quality Factor Developed ex US Index — RADMFXQT
  • RAFI Quality Factor US Index — RADMFUQT
  • RAFI Quality Factor Emerging Markets Index — RADMFEQT

RAFI™ Size Factor

The RAFI Size Factor Index equally allocates to four factors—value, low volatility, quality, and momentum—within the small universe.

  • RAFI Size Factor Developed Index — RADMFDST
  • RAFI Size Factor Developed ex US Index — RADMFXST
  • RAFI Size Factor US Index — RADMFSST

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

Other Investment Options for RAFI Indices

Available through our institutional asset managers and partners. To learn more, email: info@rafi.com

Commingled Funds, Separately Managed Accounts

Parametric

Swaps, Structured Products

BNP Paribas

Information as-of 2018-12-31

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.