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Russell 1000® Value Index

Monthly as of October 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 October 31, 2014
Name October 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value 2.25 3.82 10.50 16.46 20.42 16.49 7.90
Russell 3000 2.75 4.83 9.90 16.07 19.77 17.01 8.55
Total returns as of November 28, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value -0.58 2.05 12.76 15.62 21.45 15.69 7.59
Russell 3000 -0.37 2.42 12.56 15.53 20.84 16.28 8.32

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
SHLD Sears Holdings Corp 38.41
CFN CareFusion Corp 26.78
VEC Vectrus Inc 25.14
GNTX Gentex Corp 23.00
ALK Alaska Air Group Inc 22.26
KMX Carmax Inc 20.37
ALNY Alnylam Pharmaceuticals Inc 18.75
WHR Whirlpool Corp 18.13
ALKS Alkermes Plc 17.91
TSO Tesoro Corp 17.10

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Health Care
Energy
Producer Durables
Technology

Download Fact Sheet

Index characteristics
Price/Book 1.84
Dividend Yield 2.33
P/E Ex-Neg Earnings 16.98
Long-Term Growth Forecast - IBES 8.88
EPS Growth - 5 Years 12.96
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 113.011
Median Market Cap 7.280
Largest Stock by Market Cap 415.309
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