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Russell 1000® Value Index

Monthly as of April 30, 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 April 30, 2015
Name April 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value 0.93 4.38 0.21 9.31 17.20 13.39 7.51
Russell 3000 0.45 5.19 2.26 12.74 16.86 14.33 8.66
Total returns as of May 28, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value -0.02 1.67 1.88 10.12 20.08 15.73 7.38
Russell 3000 -0.11 2.00 4.30 13.23 19.93 16.68 8.42

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
TDW Tidewater Inc 44.67
EPE Ep Energy Corp 40.94
SDRL Seadrill Ltd 40.00
TAHO Tahoe Resources Inc 28.95
WPX WPX Energy Inc 25.80
DO Diamond Offshore Drilling Inc 24.93
UNT Unit Corp 24.52
CLF Cliffs Natural Resources Inc 23.49
MAT Mattel Inc 23.24
MRC MRC Global Inc 23.21

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Health Care
Energy
Producer Durables
Technology

Download Fact Sheet

Index characteristics
EPS Variability - 10 Years 47.98
EPS Variability - 10 Years 54.24
Number of Holdings 703.000
Number of Holdings 1037.000
Pretax Return on Assets - 5 Year Avg 11.91
Pretax Return on Assets - 5 Year Avg 7.71
Debt/Equity 1.34
Debt/Equity 1.25
Standard Deviation - 1 Yr 8.70
Standard Deviation - 1 Yr 8.61
Standard Deviation - 5 Yr 13.30
Standard Deviation - 5 Yr 13.09
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 111.320
Median Market Cap 7.473
Largest Stock by Market Cap 401.786
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