RAFI Developed 1000 QSR Index ($)
What is the ticker code for the RAFI Developed 1000 QSR index ($)?
How do I specify the RAFI ticker for use for all bench-marking (rather than S&P 500)
2 comments
4 replies
Sort by
Hi Marcus,
We don't carry the raw RAFI Developed 1000 index itself as a symbol. Indices in most cases are proprietary and we cannot source and show them without a license. So I can only suggest using one of those ETFs as a proxy: PRF — Invesco RAFI US 1000 (US companies only) or PXF — Invesco RAFI Developed Markets ex-US 1000
16d ago
Hi Dmitry:
Is it possible to specify two benchmarks (concatenate PRF & PXF)?
13d ago
Hi Marcus,
Yes, that works. You can create a portfolio with PRF and PXF (set the weights to whatever US/ex-US split you want), then use that portfolio as the benchmark. Custom-portfolio benchmarks are supported across the tools, so you'll get the blended comparison everywhere.
6d ago
Dmitry:
I created a CSV file of the 500 largest holdings in an integrated PRF and PXF (scaled by the ETF AUM)
I am getting an error when trying to save the portfolio "weights do not total 100.
The holdings total 100.0000000
Can I send you the csv file so you can find what is breaking the import/save?
Marcus
6d ago
Yes, sure, feel free to drop your CSV to support@portfolioslab.com. We’ll take a look. Also, sometimes it helps to delete the weight of any position. Its weight will get auto-balanced to fill the portfolio to 100%.