Russell 1000® Value Index

Monthly as of July 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 July 31, 2014
Name July 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value -1.70 2.34 6.43 15.47 17.56 16.97 7.99
Russell 3000 -1.97 2.68 4.83 16.37 16.58 17.08 8.43
Total returns as of August 21, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value 0.47 3.03 9.66 22.55 24.52 16.35 8.26
Russell 3000 0.26 3.44 8.44 23.18 23.88 16.91 8.81

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
X United States Steel Corp 28.61
URS URS Corp 24.91
COO Cooper Cos Inc 18.73
TWX Time Warner Inc 18.18
STLD Steel Dynamics Inc 18.16
CLF Cliffs Natural Resources Inc 15.95
HCA HCA Holdings Inc 15.84
LPNT LifePoint Hospitals Inc 15.49
WIN Windstream Holdings Inc 15.06
TRW TRW Automotive Holdings Corp 14.26

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Energy
Health Care
Producer Durables
Technology

Download Fact Sheet

Index characteristics
Price/Book 1.81
Dividend Yield 2.37
P/E Ex-Neg Earnings 16.74
Long-Term Growth Forecast - IBES 8.95
EPS Growth - 5 Years 11.66
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 108.996
Median Market Cap 6.947
Largest Stock by Market Cap 424.885
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