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Russell 1000® Value Index

Monthly as of November 30, 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 November 30, 2014
Name Month 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value 2.05 2.19 12.76 15.62 21.45 15.69 7.59
Russell 3000 2.42 -- 12.56 15.53 20.84 16.28 8.32
Total returns as of December 17, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value 2.14 -1.93 10.59 14.67 21.32 15.16 7.20
Russell 3000 2.15 -2.38 9.88 14.11 20.77 15.53 7.86

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
MIK Michaels Cos Inc/The 31.62
CVD Covance Inc 28.44
DISH DISH Network Corp 24.76
WFM Whole Foods Market Inc 24.66
COTY Coty Inc 21.93
LUV Southwest Airlines Co 21.29
TGT Target Corp 20.63
DSW DSW Inc 19.66
DAL Delta Air Lines Inc 16.26
NSAM NorthStar Asset Management 16.21

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Health Care
Energy
Producer Durables
Technology

Download Fact Sheet

Index characteristics
Price/Book 1.86
Dividend Yield 2.30
P/E Ex-Neg Earnings 16.93
Long-Term Growth Forecast - IBES 8.84
EPS Growth - 5 Years 12.28
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 113.877
Median Market Cap 7.432
Largest Stock by Market Cap 394.930
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