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Russell 1000® Value Index

Monthly as of January 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 January 31, 2015
Name Month 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value -4.00 -1.43 -4.00 12.93 17.79 15.14 7.06
Russell 3000 -2.78 -- -2.78 12.99 17.44 15.83 7.93
Total returns as of March 04, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value -0.43 -0.44 0.21 12.12 17.83 15.04 6.98
Russell 3000 -0.42 -0.23 2.61 12.85 17.86 15.86 8.11

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
NEM Newmont Mining Corp 33.07
FSL Freescale Semiconductor Holdings I Ltd 27.19
ALKS Alkermes Plc 23.38
WEN The Wendys Co 16.72
EA Electronic Arts Inc 16.69
RGLD Royal Gold Inc 15.57
FCE/A Forest City Enterprises Inc 15.02
BIG Big Lots Inc 14.72
O Realty Income Corp 14.22
OHI Omega Healthcare Investors Inc 13.59

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Health Care
Energy
Producer Durables
Utilities

Download Fact Sheet

Index characteristics
Price/Book 1.79
Dividend Yield 2.42
P/E Ex-Neg Earnings 16.83
EPS Growth - 5 Years 11.23
Number of Holdings 701.000
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 106.258
Median Market Cap 7.134
Largest Stock by Market Cap 375.414
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