RAE PLUS Small Fund

PCFAX

Updated October 22, 2019

Objective

Seeks total return which exceeds that of its benchmark

Primary Portfolio

Equity exposure of RAE US Small portfolio is obtained using equity-linked instruments, allowing the fund to generate additional returns from a flexible bond alpha strategy.

Overview

Fund Overview

Time-tested, systematic approach to U.S. small company equity investing

The fund invests in a diversified portfolio that captures the returns of small U.S. companies using the Research Affiliates Equity (RAE) investment strategy – a systematic approach designed to outperform the Russell 2000 Value Index – plus an additional source of return potential.

Why Invest In This Fund

Systematically capitalizes on market inefficiencies

RAE selects and weights small U.S. companies based on non