Time-tested systematic approach to U.S. equity investing
The fund invests in a diversified portfolio of U.S. stocks using the Research Affiliates Equity (RAE) strategy, an innovative value approach designed to outperform the S&P 500 Index.
Why Invest In This Fund
Capitalizes on market inefficiencies
RAE selects and weights stocks based on fundamental measures of company size including sales, cash flow, dividends, and book value. By removing price from the portfolio construction process, this value fund aims to buy low and sell high, and to outperform its benchmark over time.
Enhanced by active insights
Starting with fundamental weighting, the strategy then refines these weights by incorporating active insights into quality, momentum, style and size with the goal of further enhancing returns. These insights continually evolve based on the ongoing research of the portfolio managers.
Offers the benefits of investing systematic equity strategy
The fund’s unique rules-based approach seeks a consi