Contact us

Americas
866-551-0617
Asia Pacific
+65-6880-5003
Europe, Middle East & Africa
+44-0-20-7024-6600
Send us an email

Russell 1000® Value Index

Monthly as of July 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 July 31, 2015
Name July 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value 0.44 -0.38 -0.18 6.40 17.11 15.08 6.79
Russell 3000 1.67 1.35 3.65 11.28 18.00 16.35 7.90
Total returns as of August 27, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value 2.72 -5.67 -5.84 -2.94 13.99 14.46 6.37
Russell 3000 2.42 -5.48 -2.03 1.16 14.81 15.81 7.56

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
SFG StanCorp Financial Group Inc 50.80
CB Chubb Corp 30.68
TE TECO Energy Inc 25.25
CYT Cytec Industries Inc 22.63
CVC Cablevision Systems Corp 17.88
TSO Tesoro Corp 15.32
WBA WALGREENS BOOTS ALLIANCE 14.44
HIG Hartford Financial Services Group Inc 14.39
MD Mednax Inc 14.21
RCL Royal Caribbean Cruises Ltd 14.18

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Energy
Health Care
Technology
Producer Durables

Download Fact Sheet

Index characteristics
Price/Book 1.85
Dividend Yield 2.48
P/E Ex-Neg Earnings 17.23
EPS Growth - 5 Years 7.34
Number of Holdings 687.000
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 108.475
Median Market Cap 7.916
Largest Stock by Market Cap 377.783
Related Resources
Related Products