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Russell 1000® Value Index

Monthly as of February 28, 2015

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 February 28, 2015
Name Month 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value 4.84 1.27 0.65 13.49 18.11 15.51 7.21
Russell 3000 5.79 -- 2.85 14.12 18.02 16.36 8.30
Total returns as of March 27, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value 0.25 -1.92 -1.29 10.29 16.14 13.70 7.27
Russell 3000 0.34 -1.47 1.34 13.42 16.12 14.67 8.41

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
XLS Exelis Inc 41.44
FSLR First Solar Inc 41.17
CRC California Resources Corporation 39.84
HSP Hospira Inc 38.01
SPWR Sunpower Corp 35.41
FEYE FIREEYE INC 30.94
FCX FREEPORT-MCMORAN INC 28.67
UPL Ultra Petroleum Corp 27.61
ONNN ON Semiconductor Corp 27.37
TRN Trinity Industries Inc 27.01

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Health Care
Energy
Producer Durables
Technology

Download Fact Sheet

Index characteristics
Price/Book 1.89
Dividend Yield 2.34
P/E Ex-Neg Earnings 17.41
EPS Growth - 5 Years 9.72
Number of Holdings 700.000
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 111.113
Median Market Cap 7.663
Largest Stock by Market Cap 380.224
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