Russell 2000® Index

Monthly as of June 30, 2014

Data in USD

The Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000 Index is a subset of the Russell 3000® Index representing approximately 10% of the total market capitalization of that index. It includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership. The Russell 2000 is constructed to provide a comprehensive and unbiased small-cap barometer and is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small-cap opportunity set.

Performance (USD)

Total returns as of June 30, 2014
Name June 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2000 5.32 2.05 3.19 23.64 14.57 20.21 8.70
Russell 3000 2.51 4.87 6.94 25.22 16.46 19.33 8.23
Total returns as of July 30, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2000 0.44 -3.84 -0.77 11.31 14.48 17.06 9.03
Russell 3000 0.09 0.03 6.98 18.81 17.37 17.57 8.65

Membership

Top 10 Holdings

Holding
InterMune Inc
Prosperity Bancshares Inc
Aspen Technology Inc
WEX Inc
Isis Pharmaceuticals Inc
Tenneco Inc
PolyOne Corp
Investors Bancorp Inc
Ultimate Software Group Inc
Brunswick Corp

Top 10 Performers

Ticker Holding 1 Mo Return %
IDIX Idenix Pharmaceuticals Inc 284.37
ACHN Achillion Pharmaceuticals Inc 179.34
KPTI KARYOPHARM THERAPEUTICS 77.33
BLUE Bluebird Bio Inc 66.83
AERI AERIE PHARMACEUTICALS 58.07
VNDA Vanda Pharmaceuticals Inc 57.24
GERN Geron Corp 54.33
OPEN OpenTable Inc 52.92
INSM INSMED INC 52.05
OMER Omeros Corp 48.85

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Technology
Consumer Discretionary
Producer Durables
Health Care

Download Fact Sheet

Index characteristics
Price/Book 2.32
Dividend Yield 1.21
P/E Ex-Neg Earnings 23.12
Long-Term Growth Forecast - IBES 13.45
EPS Growth - 5 Years 13.27
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 1.793
Median Market Cap 0.751
Largest Stock by Market Cap 4.510
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