Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.00% 0.01% 24.45M 22300.47
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The investment seeks to track the total return performance, before fees and expenses, of the RACWI U.S. Index. The fund uses a “passive management” approach to seek to track the total return performance, before fees and expenses, of the index. The index is comprised of U.S. listed companies selected based on a proprietary methodology developed and maintained by RAFI Indices, LLC. The index was created to provide exposure to U.S. listed companies based on a fundamental value factor instead of market capitalization alone. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name RAFI Indices
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
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-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.52%
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0.00%
-25.84%
41.11%
27.95%
10.95%
-4.26%
33.59%
19.00%
28.36%
-20.46%
30.73%
28.01%
19.20%
-3.87%
31.50%
22.16%
27.03%
-18.86%
28.58%
24.34%
19.86%
As of December 11, 2025.

Asset Allocation

As of December 09, 2025.
Type % Net
Cash 0.26%
Stock 99.64%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Basic Info

Investment Strategy
The investment seeks to track the total return performance, before fees and expenses, of the RACWI U.S. Index. The fund uses a “passive management” approach to seek to track the total return performance, before fees and expenses, of the index. The index is comprised of U.S. listed companies selected based on a proprietary methodology developed and maintained by RAFI Indices, LLC. The index was created to provide exposure to U.S. listed companies based on a fundamental value factor instead of market capitalization alone. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name RAFI Indices
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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