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Russell 2000® Value Index
Fact sheet
Definition
The Russell 2000 Value Index measures the performance of small-cap value segment of the U.S. equity universe. It includes those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values.
The Russell 2000 Value Index is constructed to provide a comprehensive and unbiased barometer for the small-cap value segment. The Index is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small-cap opportunity set and that the represented companies continue to reflect value characteristics.
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Intraday values
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Open |
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Last |
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Change |
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Year
High |
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Year
Low |
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%Change |
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As
of Date/Time (ET) |
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© Pinnacor
Monthly data
As of October 31, 2008
Statistics
| Capitalization (in billions) |
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| Average market cap($-WTD) |
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0.864 |
| Median market cap |
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0.345 |
| Largest company by market cap |
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3.804 |
| Smallest company by market cap |
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0.011 |
| Fundamental characteristics |
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| Price/Book |
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1.09 |
| Dividend yield |
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2.80 |
| P/E Ex-Neg earnings |
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12.51 |
| Lt growth forecast-IBES |
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10.66% |
| EPS growth 5 years |
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9.60 |
Total returns in percentages
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October |
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3 month |
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YTD |
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1 yr |
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3 yr |
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5 yr |
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10 yr |
| Russell 2000 Value |
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-19.98 |
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-20.10 |
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-24.27 |
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-30.54 |
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-4.49 |
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3.05 |
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7.40 |
| Russell 3000 |
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-17.74 |
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-24.31 |
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-33.21 |
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-36.60 |
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-5.46 |
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0.46 |
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1.05 |
For daily total return details for all Russell indexes,
view this page.
Membership data
| Top 10 holdings |
| Ralcorp Holdings, Inc. |
| Piedmont Natural Gas Co. |
| Realty Income Corp. |
| Senior Housing Properties Trust |
| NICOR, Inc. |
| Westar Energy, Inc. |
| Aspen Insurance Holdings, Ltd. |
| FirstMerit Corp. |
| Apollo Investment Corp. |
| ProAssurance Corp. |
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| Top 10 performers |
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Ticker |
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Return |
| Airtran Holdings Inc |
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AAI |
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68.31 |
| U S Airways Group Inc |
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LCC |
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68.16 |
| Cheniere Energy Inc |
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LNG |
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66.22 |
| UAL Corp |
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UAUA |
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65.64 |
| Nektar Therapeutics |
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NKTR |
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54.04 |
| ICO Global Comm Hldgs |
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ICOG |
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50.46 |
| Republic Airways Hld |
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RJET |
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46.71 |
| Spartan Motors Inc |
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SPAR |
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44.34 |
| Salix Pharmaceuticals |
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SLXP |
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43.53 |
| Federal Agric Mtg Co |
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AGM |
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41.46 |
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Sectors — Largest five by weight
| Russell method |
Financial Services
Consumer Discretionary
Technology
Materials & Processing
Utilities |
| GICS method |
Financials
Industrials
Information Technology
Consumer Discretionary
Utilities |
| ICB method |
| Financials |
| Industrials |
| Consumer Services |
| Technology |
| Consumer Goods |
Copyright © Russell Investments 2008. All rights reserved. This material is proprietary and may not be reproduced, transferred or distributed in any form without prior written permission from Russell Investments. Russell Investments reserves the right at any
time and without notice to change, amend, or cease publication of the information. It has been prepared solely for informative purposes. It is made available on an "as is" basis without warranty. Nothing in this publication is intended to constitute legal, tax, securities or investment advice, not an opinion regarding the appropriateness of any investment, nor a solicitation of any type.
The index is unmanaged and cannot be invested in directly.
Russell Investments is the owner of the trademarks, service marks and copyrights related to its indexes.
Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.
Returns represent past performance and are not a guarantee of future performance.
RC 4834
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© Russell Investments 1995-2008. All rights reserved.
Legal information.
Privacy statement.
Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.
Indexes are unmanaged and cannot by invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.
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