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Russell 1000® Value Index

Monthly as of May 31, 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 May 31, 2015
Name Month 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value 1.20 0.76 1.41 9.03 20.06 15.62 7.38
Russell 3000 1.38 -- 3.68 11.86 19.92 16.54 8.41
Total returns as of June 30, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value 0.17 -2.00 -0.61 4.13 17.34 16.50 7.05
Russell 3000 0.33 -1.67 1.94 7.29 17.73 17.54 8.15

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
GLNG Golar LNG Ltd 31.99
HUM Humana Inc 29.62
BRCM Broadcom Corp 28.92
ALNY Alnylam Pharmaceuticals Inc 28.68
AOL AOL Inc 25.34
JUNO Juno Therapeutics Inc 23.16
ZNGA Zynga Inc 20.41
SUNE Sunedison Inc 18.36
HNT Health Net Inc 18.21
ALTR Altera Corp 17.68

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Health Care
Energy
Producer Durables
Technology

Download Fact Sheet

Index characteristics
Price/Book 1.91
Dividend Yield 2.39
P/E Ex-Neg Earnings 17.94
EPS Growth - 5 Years 6.78
Number of Holdings 701.000
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 111.426
Median Market Cap 7.799
Largest Stock by Market Cap 387.083
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