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.
Fund
Ticker
Asset Type
Strategy Type
Market
Fund Type
Partner
Research Affiliates Cap-Weighted US ETF
RAUS
Equity
Smart Beta
US
ETF
Fund Provider
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Fund Provider
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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.
Fund
Ticker
Asset Type
Strategy Type
Market
Fund Type
Partner
Research Affiliates Deletions ETF
NIXT
Equity
Smart Beta
US
ETF
Fund Provider
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Fund Provider
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All Asset2 Funds
A differentiated approach to tactical asset allocation targeting strong after-inflation returns.
Fund
Ticker
Asset Type
Strategy Type
Market
Fund Type
Partner
All Asset Fund
PAAIX
Multi Asset, Alternatives
Tactical Asset Allocation
Global
Mutual Fund
PIMCO
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PIMCO
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All Asset All Authority
PAUIX
Multi Asset, Alternatives
Tactical Asset Allocation
Global
Mutual Fund
PIMCO
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PIMCO
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RAE11 Funds
A broad-market systematic active equity strategy that seeks to deliver market outperformance.
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.
Fund
Ticker
Asset Type
Strategy Type
Market
Fund Type
Partner
Invesco RAFI US 1000 ETF
PRF
Equity
Smart Beta
US
ETF
Invesco
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Invesco
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Schwab Fundamental US Large Company Index Fund
SFLNX
Equity
Smart Beta
US
Mutual Fund
Schwab
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Schwab
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Schwab Fundamental US Large Company Index ETF
FNDX
Equity
Smart Beta
US
ETF
Schwab
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Schwab
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Schwab Fundamental International Large Company Index ETF
FNDF
Equity
Smart Beta
Dev ex-US
ETF
Schwab
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Schwab
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Schwab Fundamental US Small Company Index ETF
FNDA
Equity
Smart Beta
US
ETF
Schwab
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Schwab
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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
Equity
Smart Beta
EM
ETF
Schwab
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Schwab
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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.
PIMCO RAFI Dynamic Multi-Factor International Equity ETF
MFDX
Equity
Smart Beta
Dev ex-US
ETF
PIMCO
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PIMCO
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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.
Fund
Ticker
Asset Type
Strategy Type
Market
Fund Type
Partner
PIMCO RAFI ESG US ETF
RAFE
Equity
Smart Beta
US
ETF
PIMCO
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PIMCO
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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.
Fund
Ticker
Asset Type
Strategy Type
Market
Fund Type
Partner
Invesco Fundamental Investment Grade Corporate Bond ETF