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RA Cap Weighted US1 Fund
A smart beta equity strategy that seeks to deliver a thoughtfully designed cap-weighted investment solution by selecting companies using their measures of fundamental size before market capitalization.
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RA Deletions1 Fund
A smart beta strategy that is a contrarian small value strategy that seeks to take advantage of persistent long-term mean reversion by selecting companies removed from large/mid capitalization weighted U.S. Indices, screening for quality.
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All Asset2 Funds
A differentiated approach to tactical asset allocation targeting strong after-inflation returns.
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RAE11 Funds
A broad-market systematic active equity strategy that seeks to deliver market outperformance.
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RAFI Fundamental Index36 Funds
A smart beta strategy that aims to generate excess returns using systematic contrarian rebalancing and by employing a transparent, diversified, high-capacity, and low-cost design.
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RAFI Dynamic Multi Factor3 Funds
A smart beta equity strategy that offers diversified factor exposures through allocations to value, low volatility, quality, momentum, and size.
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RAFI ESG1 Fund
A smart beta strategy that combines the Fundamental Index™ approach with thoughtfully designed environmental, social, and governance investment themes.
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RAFI Bonds1 Fund
A smart beta strategy that weights bonds using measures of company or country size—and tilts toward higher credit-quality firms or countries which have lower risk of downgrade or default.
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