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Russell 1000® Value Index

Monthly as of June 30, 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 June 30, 2015
Name June 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value -2.00 0.11 -0.61 4.13 17.34 16.50 7.05
Russell 3000 -1.67 0.14 1.94 7.29 17.73 17.54 8.15
Total returns as of July 31, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value -0.43 0.44 -0.18 6.40 17.11 15.08 6.79
Russell 3000 -0.12 1.67 3.65 11.28 18.00 16.35 7.90

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
HCC HCC Insurance Holdings Inc 34.90
IBKR Interactive Brokers Group Inc 16.41
LPNT LIFEPOINT HEALTH INC 15.49
CYH Community Health Systems Inc 13.85
TFSL TFS Financial Corp 13.78
CAG ConAgra Foods Inc 13.23
TGNA Tegna Inc 12.69
AGCO AGCO Corp 11.82
AWAY HomeAway Inc 10.87
HCA HCA Holdings Inc 10.86

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Energy
Health Care
Technology
Producer Durables

Download Fact Sheet

Index characteristics
Price/Book 1.85
Dividend Yield 2.47
P/E Ex-Neg Earnings 17.13
EPS Growth - 5 Years 7.18
Number of Holdings 684.000
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 106.306
Median Market Cap 8.173
Largest Stock by Market Cap 357.155
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