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Russell Fundamental U.S. Index
As of May 31, 2013
The Russell Fundamental U.S. Index selects, ranks, and weights securities by fundamental measures of company size as opposed to market capitalization. The fundamental overall company scores are created using as the universe the members of the Russell 3000® Index. Securities are grouped in order of decreasing company score for each index and each company receives a weight as a percentage of the sum of the weights of the individual securities within each index.
Jump to: Membership | Sectors | Performance
Facts and characteristics
Facts
Characteristics
Membership
Top 10 holdings
| Holding |
|
Weight |
|
RGS Sector |
| Exxon Mobil Corp |
|
4.18 |
|
Energy |
| Chevron Corp |
|
2.24 |
|
Energy |
| Bank of America Corp |
|
1.80 |
|
Financial Services |
| Microsoft Corp |
|
1.68 |
|
Technology |
| AT&T Inc |
|
1.67 |
|
Utilities |
| ConocoPhillips |
|
1.56 |
|
Energy |
| Procter & Gamble Co |
|
1.41 |
|
Consumer Staples |
| General Electric Co |
|
1.35 |
|
Producer Durables |
| JPMorgan Chase & Co |
|
1.34 |
|
Financial Services |
| Wal-Mart Stores Inc |
|
1.24 |
|
Consumer Discretionary |
Top 10 performers
| Holding |
|
1 Mo Return % |
|
RGS Sector |
| Arkansas Best Corp |
|
82.2 |
|
Producer Durables |
| Wet Seal Inc |
|
52.1 |
|
Consumer Discretionary |
| MBIA Inc |
|
50.6 |
|
Financial Services |
| MEMC Electronic Materials Inc |
|
49.4 |
|
Technology |
| Stewart Enterprises Inc |
|
45.9 |
|
Consumer Discretionary |
| Viasat Inc |
|
44.5 |
|
Technology |
| Advanced Micro Devices Inc |
|
41.8 |
|
Technology |
| Omnivision Technologies Inc |
|
37.7 |
|
Technology |
| Career Education Corp |
|
36.1 |
|
Consumer Discretionary |
| Warner Chilcott PLC |
|
35.3 |
|
Health Care |
Russell Global Sectors
Top five by weight
| Sector |
|
Weight |
| Financial Services |
|
16.53 |
| Consumer Discretionary |
|
15.15 |
| Energy |
|
14.24 |
| Producer Durables |
|
11.76 |
| Technology |
|
11.31 |
Performance
Total returns (based on $US)
| |
|
May |
|
YTD |
|
1 Yr |
|
3 Yr |
|
5 Yr |
|
10 Yr |
| Fundamental US |
|
2.73 |
|
17.70 |
|
32.59 |
|
17.92 |
|
8.75 |
|
10.72 |
Get more index performance
Copyright © Russell Investments 2011. 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. It is delivered on an "as is" basis without warranty.
Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.
Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment. Returns of one year or longer are annualized. The returns provided for each Russell Index include data for periods prior to when each Russell Index was in live production. Historical returns for these Russell Indexes prior to the live production date are calculated using the same Russell methodology; however, application to the performance calculation may vary due to data sources, corporate actions and the availability of historical data with respect to certain securities. Please contact the Russell Index Client Service Team for further detail.
Russell Investments and Research Affiliates LLC have entered into a strategic alliance with respect to the Russell Fundamental Indexes. Subject to Research Affiliate's intellectual property rights in certain content, Russell Investments is the owner of all copyrights related to the Russell Fundamental Indexes. Russell Investments and Research Affiliate jointly own all trademark and service mark rights in and to the Russell Fundamental Indexes. Research Affiliates is the owner of the trademarks, service marks, patents and copyrights related to the Fundamental Index and the Fundamental Index methodology.
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.
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