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FTSE RAFI Developed 1000 Index

bathblue
Posts: 4 Newbie

I'm interested in peoples' views on the Russell Developed 1000 Index. To my eyes, it is a much more value oriented global large-cap value index, that removes some of the higher risk large cap holdings (i.e. Nvidia is 0.14%[3.67%] Tesla is 0.08%[1.12%]).
The downside is that it doesn't have so much of the growth stocks that have driven the world indices in the last few years.
UBS FTSE RAFI Developed 1000 Index Fund tracks this index.
1
Comments
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Very interesting, thanks for raising it.. I would not suggest it should be held as a single or dominant component of a portfolio. However if one wants to "tilt" one's portfolio allocations to meet particular objectives/strategy then it looks much better than the alternative of iShares MSCI Value Factor. This latter index seems to focus too much on US tech has-beens, eg Cisco, IBM, AT&T rather than companies that are in the "value" category because of the nature of their business.
I am now investigating it as a replacement for the MSCI Multi-Factor index..0 -
bathblue said:The downside is that it doesn't have so much of the growth stocks that have driven the world indices in the last few years.0
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