The RAFI Multi-Factor strategy uses an equally weighted blend of five factors: value, low volatility, quality, momentum, and size.
The RAFI Dynamic Multi-Factor strategy dynamically allocates to value, low volatility, quality, momentum, and size based on long-term reversal and short-term momentum. This strategy is designed for investors who are concerned with the rising valuations of certain factors.
Most of the underlying strategies—RAFI Value Factor Index, RAFI Low Volatility Factor Index, RAFI Quality Factor Index, and RAFI Size Factor Index—are also available on a stand-alone basis to provide investors with a range of choices to meet their unique preferences.
The RA Momentum Factor Index is not available on a stand-alone basis due to its high turnover, high trading costs, and low capacity.