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Russell Top 200® Value Index
As of January 31, 2012
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 Index 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 characteristics.
Jump to: Membership | Sectors | Performance
Facts and characteristics
Facts
| Bloomberg ticker symbol |
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R200V |
| Reuters ticker symbol |
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.RPV |
| Weighted average market cap ($B) |
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103.228 |
| Median market cap ($B) |
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30.326 |
| Largest company by market cap ($B) |
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412.510 |
Characteristics
| Price/Book |
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1.52 |
| Dividend yield |
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2.66 |
| Price/Earnings (ex-negative earnings) |
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13.08 |
| IBES long-term growth forecast (%) |
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9.38 |
| EPS 5-year growth |
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0.34 |
Membership
Top 10 holdings
| GENERAL ELECTRIC CO |
| CHEVRON CORP |
| AT&T INC |
| PFIZER INC |
| PROCTER & GAMBLE CO |
| JPMORGAN CHASE & CO |
| JOHNSON & JOHNSON |
| INTEL CORP |
| BERKSHIRE HATHAWAY INC |
| WELLS FARGO & CO |
Top 10 performers
| Holding |
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Ticker |
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Return |
| LYONDELLBASELL INDS |
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LYB |
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32.66 |
| BANK OF AMERICA CORP |
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BAC |
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28.24 |
| MORGAN STANLEY |
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MS |
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23.60 |
| GOLDMAN SACHS GROUP INC |
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GS |
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23.27 |
| GENERAL MTRS CO |
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GM |
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18.50 |
| DELL INC |
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DELL |
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17.77 |
| THERMO FISHER SCIENTIFIC |
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TMO |
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17.63 |
| ALCOA INC |
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AA |
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17.46 |
| CITIGROUP INC |
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C |
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16.76 |
| DOW CHEMICAL CO |
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DOW |
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16.52 |
Russell Global Sectors
Top five by weight
| Financial Services |
| Health Care |
| Energy |
| Utilities |
| Consumer Discretionary |
Performance
Total returns vs. broad market (based on $US)
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January |
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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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3.31 |
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5.17 |
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3.31 |
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2.14 |
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14.92 |
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-3.17 |
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2.80 |
| Russell 3000 |
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5.05 |
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5.62 |
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5.05 |
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3.86 |
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20.24 |
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0.60 |
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4.16 |
Get more index performance or use our Index Returns Calculator.
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.
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.
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