Russell RAFI™ Index Series

Our Russell RAFI Index Series combines transparency, objectivity and diversification to capture the beta of a fundamental index strategy.

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  1. Overview
  2. Index performance
  3. Key resources
  4. Research and Insights
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The Russell RAFI™ Index Series is designed to capture the beta of a fundamental index strategy. Combining the transparency, objectivity and broad diversification that plan sponsors expect from Russell Indices with the advantages of the Research Affiliates‘ Fundamental Index® Strategy.

The Russell RAFI™ Index Series offers a cost-efficient index-based solution for investors seeking a complement to traditional passive strategies. Using publicly available data, the Russell RAFI™ Index Series methodology selects and weights securities using the average of three fundamental measures of company size including adjusted sales, retained operating cash flow and dividends plus buybacks.

Also available is the Russell RAFI™ Select Real Estate Index Series. This is a sub-set of the Russell RAFI™ Global Index and is designed to provide exposure to the real estate segment of the global equity market by selecting and weighting securities by fundamental measures of company size as opposed to market capitalization.

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Index performance

Key resources

Index announcements

Stay up-to-date and read the latest index change notices and announcements.

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Research and Insights

Research

Russell 2000 Index Quarterly Chartbook – October 2024

How did the Russell 2000 Index perform in Q3 2024? Dive into market performance from every angle, explore sectors and their reflection in the market and more!

Article

Singapore’s growing financial and telecom industries

Explore how Singapore’s financial, telecom, and utilities sectors drive growth and shape the equity market, reflecting their rising importance in the Straits Times Index.
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13 min

Article

Opportunities in the middle: the Russell Midcap Index

Unlock growth potential with the Russell Midcap Index. Learn how mid cap stocks balance stability and opportunity for better portfolio diversification and returns.
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9 min

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