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Russell 1000® Value Index

Monthly as of December 31, 2014

Data in USD

The Russell 1000 Value Index measures the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 companies with lower price-to-book ratios and lower expected growth values. The Russell 1000 Value Index is constructed to provide a comprehensive and unbiased barometer for the large-cap value segment. The Index is completely reconstituted annually to ensure new and growing equities are included and that the represented companies continue to reflect value characteristics

Performance (USD)

Total returns as of December 31, 2014
Name Month 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value 0.61 4.98 13.45 13.45 20.89 15.42 7.30
Russell 3000 0.00 5.24 12.56 12.56 20.51 15.63 --
Total returns as of January 30, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value -1.45 -4.00 -4.00 12.93 17.79 15.14 7.06
Russell 3000 -1.35 -2.78 -2.78 12.99 17.44 15.83 7.93

Membership

Top 10 Holdings

Holding
Exxon Mobil Corp
Berkshire Hathaway Inc
Wells Fargo & Co
General Electric Co
Johnson & Johnson
JPMorgan Chase & Co
Procter & Gamble Co
Chevron Corp
Pfizer Inc
Bank of America Corp

Top 10 Performers

Ticker Holding 1 Mo Return %
RAD Rite Aid Corp 37.23
CCO Clear Channel Outdoor Holdings Inc 36.47
CBST Cubist Pharmaceuticals Inc 32.77
SPLS Staples Inc 29.74
DO Diamond Offshore Drilling Inc 24.99
HE Hawaiian Electric Industries Inc 18.77
KMX Carmax Inc 16.85
FSL Freescale Semiconductor Holdings I Ltd 16.32
HYH Halyard Health Inc 15.97
CYH Community Health Systems Inc 14.53

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Health Care
Energy
Producer Durables
Technology

Download Fact Sheet

Index characteristics
Price/Book 1.87
Dividend Yield 2.31
P/E Ex-Neg Earnings 17.06
Long-Term Growth Forecast - IBES 8.81
EPS Growth - 5 Years 11.87
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 113.616
Median Market Cap 7.367
Largest Stock by Market Cap 397.015
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