Russell 2000® Value Index

Monthly as of March 31, 2014

Data in USD

The Russell 2000 Value Index measures the performance of small-cap value segment of the U.S. equity universe. It includes those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values. The Russell 2000 Value Index is constructed to provide a comprehensive and unbiased barometer for the small-cap value segment. The Index is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small-cap opportunity set and that the represented companies continue to reflect value characteristics.

Performance (USD)

Total returns as of March 31, 2014
Name March YTD 3 Month 1 yr 3 yr 5 yr 10 yr
Russell 2000 Value 1.24 1.78 1.78 22.65 12.74 23.33 8.07
Russell 3000 0.53 1.97 1.97 22.61 14.61 21.93 --
Total returns as of April 23, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2000 Value -0.44 -1.12 0.64 23.83 12.61 20.48 8.01
Russell 3000 -0.27 -0.06 1.91 22.18 14.23 20.17 7.74

Membership

Top 10 Holdings

Holding
American Realty Capital Properties Inc
NorthStar Realty Finance Corp
Kate Spade & Co
CNO Financial Group Inc
Prosperity Bancshares Inc
FirstMerit Corp
Prospect Capital Corp
Esterline Technologies Corp
RLJ Lodging Trust
LaSalle Hotel Properties

Top 10 Performers

Ticker Holding 1 Mo Return %
HART Harvard Apparatus Regenerative Technolog 79.25
RCAP Rcs Capital Corp 71.84
BPZ BPZ Resources Inc 54.37
UPIP Unwired Planet Inc 46.62
PTX Pernix Therapeutics Holdings 45.78
SGK Schawk Inc 43.74
FPRX FIVE PRIME THERAPEUTICS 40.83
OFIX Orthofix International NV 35.69
STAA Staar Surgical Co 32.77
GSOL Global Sources Ltd 31.96

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Producer Durables
Consumer Discretionary
Technology
Utilities

Download Fact Sheet

Index characteristics
Price/Book 1.61
Dividend Yield 1.99
P/E Ex-Neg Earnings 19.48
EPS Growth - 5 Years 10.26
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 1.660
Median Market Cap 0.638
Largest Stock by Market Cap 10.616
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