Russell 1000® Value Index

Monthly as of March 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 March 31, 2014
Name March YTD 3 Month 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value 2.39 3.02 3.02 21.57 14.80 21.75 7.58
Russell 3000 0.53 1.97 1.97 22.61 14.61 21.93 --
Total returns as of April 22, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value 0.32 0.50 3.53 23.06 14.88 20.28 7.62
Russell 3000 0.53 0.21 2.18 23.84 14.33 20.41 7.76

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
BIG Big Lots Inc 28.16
FSLR First Solar Inc 22.29
FTR Frontier Communications Corp 19.23
ATI Allegheny Technologies Inc 19.20
JCP JC Penney Co Inc 18.41
PAY VeriFone Systems Inc 16.82
TDS Telephone & Data Systems Inc 15.67
GLNG Golar LNG Ltd 15.21
GNW Genworth Financial Inc 14.09
X United States Steel Corp 14.00

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Energy
Health Care
Producer Durables
Utilities

Download Fact Sheet

Index characteristics
Price/Book 1.79
Dividend Yield 2.24
P/E Ex-Neg Earnings 16.45
EPS Growth - 5 Years 9.21
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 114.059
Median Market Cap 6.750
Largest Stock by Market Cap 503.810
Related Resources
Related Products