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Russell Top 200® Value Index
Fact sheet
Definition
The Russell Top 200 Value Index measures the performance of the especially large cap segment of the U.S. equity universe represented by stocks in the largest 200 by market cap that exhibit value characteristics. It includes Russell Top 200 companies with lower price-to-book ratios and lower forecasted growth values. These stocks also are members of the Russell 1000® Value Index.
The Russell Top 200 Value Index is constructed to provide a comprehensive and unbiased barometer of this larger cap value market. The Index is completely reconstituted annually to ensure new and growing equities are reflected and companies continue to reflect value.
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Monthly data
As of August 31, 2008
Statistics
| Capitalization (in billions) |
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| Average market cap($-WTD) |
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124.822 |
| Median market cap |
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27.820 |
| Largest company by market cap |
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422.748 |
| Smallest company by market cap |
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2.917 |
| Fundamental characteristics |
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| Price/Book |
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1.79 |
| Dividend yield |
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3.15 |
| P/E Ex-Neg earnings |
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12.98 |
| Lt growth forecast-IBES |
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9.49% |
| EPS growth 5 years |
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14.66 |
Total returns in percentages
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August |
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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 Top 200 Value |
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1.22 |
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-8.72 |
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-14.24 |
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-16.11 |
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2.78 |
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7.12 |
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5.35 |
| Russell 3000 |
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1.55 |
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-7.57 |
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-10.39 |
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-10.22 |
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3.92 |
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7.57 |
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5.52 |
For daily total return details for all Russell indexes, view this page.
Membership data
| Top 10 holdings |
| Exxon Mobil Corp. |
| General Electric Co. |
| AT&T, Inc. |
| Chevron Corp. |
| Johnson & Johnson |
| Bank of America Corp. |
| Procter & Gamble Co. |
| JPMorgan Chase & Co. |
| Pfizer, Inc. |
| ConocoPhillips |
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| Top 10 performers |
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Ticker |
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Return |
| Lowes Cos Inc |
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LOW |
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21.26 |
| Target Corp |
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TGT |
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17.60 |
| Time Warner Inc |
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TWX |
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14.77 |
| Home Depot Inc |
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HD |
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13.81 |
| Covidien Ltd |
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COV |
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9.81 |
| Motorola Inc |
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MOT |
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9.03 |
| Unitedhealth Group Inc |
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UNH |
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8.44 |
| Merck & Co Inc |
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MRK |
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8.42 |
| Merrill LYnch & Co Inc |
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MER |
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7.88 |
| Staples Inc |
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SPLS |
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7.56 |
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Sectors — Largest five by weight
| Russell method |
Financial Services
Integrated Oils
Health Care
Utilities
Consumer Staple |
| GICS method |
Financials
Energy
Health Care
Industrials
Consumer Staples |
| ICB method |
| Financials |
| Oil & Gas |
| Health Care |
| Industrials |
| Consumer Services |
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.
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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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