Apr 30, 2025 · A fundamentally weighted index is an equity index where the components are selected based on fundamental criteria, such as revenue or earnings, rather than market …

Fundamental Index is a strategic beta strategy that weights stocks based on each company's publicly recorded metrics, making it a simple, transparent methodology.

Jan 31, 2025 · They discuss some of the advanced approaches of Research Affiliates, particularly focusing on the Research Affiliates Fundamental Index® (RAFI) and its implications for growth …

Fundamentally based indexes or fundamental indexes, also called fundamentally weighted indexes, are indexes in which stocks are weighted according to factors related to their …

In fundamental indexing, an investment portfolio is devised by weighing a company’s economic or financial metrics, such as dividends, buybacks, earnings, book value, sales, cash flows, and size.

Oct 1, 2025 · Fundamental indexing is an innovative investment strategy that selects and weights stocks based on their fundamental financial metrics, rather than their market capitalization.

Dec 1, 2025 · Fundamental indexing seeks to decouple the weighting from this potentially flawed price mechanism. By basing weights on objective, verifiable economic measures like sales or …

Mar 28, 2024 · Fundamentally weighted indexes, also known as fundamental indexes, are a type of equity index that diverges from traditional market capitalization-based selection.

Fundamental indices, developed by Research Affiliates [2] and calculated by FTSE, are known as Research Affiliates Fundamental Index (RAFI). RAFI indices are passively managed market …

Nov 7, 2018 · Unlike market-cap-weighted indexes, fundamental indexes size their holdings by metrics such as company revenues, earnings, or dividends instead of share prices.