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Russell 1000® Value Index

Monthly as of August 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 August 31, 2014
Name August 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value 3.68 4.57 10.35 24.43 21.57 16.62 8.23
Russell 3000 4.20 4.70 9.23 24.74 20.65 17.22 8.83
Total returns as of September 29, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value -0.33 -1.71 8.46 18.57 23.04 15.19 7.89
Russell 3000 -0.23 -1.68 7.40 17.64 22.19 15.78 8.49

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
WPX WPX Energy Inc 29.41
ALNY Alnylam Pharmaceuticals Inc 28.90
SSYS Stratasys Ltd 19.32
NRF NorthStar Realty Finance Corp 18.20
FL Foot Locker Inc 18.05
SPR Spirit Aerosystems Holdings Inc 17.75
MNK Maillinckrodt Plc 17.05
MHK Mohawk Industries Inc 17.03
DSW DSW Inc 16.36
DG Dollar General Corp 15.86

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Energy
Health Care
Producer Durables
Technology

Download Fact Sheet

Index characteristics
Price/Book 1.85
Dividend Yield 2.31
P/E Ex-Neg Earnings 17.26
Long-Term Growth Forecast - IBES 8.98
EPS Growth - 5 Years 12.92
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 112.009
Median Market Cap 7.210
Largest Stock by Market Cap 427.119
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