Russell 1000® Value Index

Monthly as of June 30, 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 June 30, 2014
Name June 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 1000 Value 2.61 5.10 8.28 23.81 16.92 19.23 8.03
Russell 3000 2.51 4.87 6.94 25.22 16.46 19.33 8.23
Total returns as of July 23, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 1000 Value 0.08 1.22 9.60 18.02 17.09 18.08 8.47
Russell 3000 0.18 0.86 7.86 19.43 16.06 18.04 8.90

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
PL Protective Life Corp 32.56
GLNG Golar LNG Ltd 30.34
IGT International Game Technology 27.66
MCRS Micros Systems Inc 27.11
TAHO Tahoe Resources Inc 26.08
FEYE FIREEYE INC 23.36
COV Covidien Plc 23.35
SPWR Sunpower Corp 22.92
TEG Integrys Energy Group Inc 22.66
SSYS Stratasys Ltd 22.16

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Energy
Health Care
Producer Durables
Utilities

Download Fact Sheet

Index characteristics
Price/Book 1.85
Dividend Yield 2.31
P/E Ex-Neg Earnings 16.92
Long-Term Growth Forecast - IBES 8.83
EPS Growth - 5 Years 11.70
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 109.974
Median Market Cap 7.198
Largest Stock by Market Cap 432.358
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