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Russell 2000® Value Index

Monthly as of September 30, 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 September 30, 2014
Name Sept 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2000 Value -6.75 -8.58 -4.74 4.13 20.61 13.03 7.25
Russell 3000 -2.08 0.01 6.95 17.76 23.08 15.78 8.44
Total returns as of October 29, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2000 Value -0.17 4.74 -0.22 3.87 16.08 14.88 7.59
Russell 3000 -0.17 0.89 7.91 12.91 18.05 15.92 8.36

Membership

Top 10 Holdings

Holding
Prosperity Bancshares Inc
RLJ Lodging Trust
CNO Financial Group Inc
LaSalle Hotel Properties
Esterline Technologies Corp
Highwoods Properties Inc
Investors Bancorp Inc
Stifel Financial Corp
FirstMerit Corp
Cleco Corp

Top 10 Performers

Ticker Holding 1 Mo Return %
NYNY EMPIRE RESORTS INC 50.45
VIAS Viasystems Group Inc 47.42
BAGL Einstein Noah Restaurant Group Inc 41.67
AMAG AMAG Pharmaceuticals Inc 41.01
FLWS 1-800-FLOWERS.COM Inc 39.61
PTCT Ptc Therapeutics Inc 39.01
MACK Merrimack Pharmaceuticals Inc 25.79
BKYF Bank of Kentucky Financial Corp 25.76
OVAS OVASCIENCE INC 22.87
XPO XPO Logistics Inc 21.63

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Producer Durables
Consumer Discretionary
Technology
Utilities

Download Fact Sheet

Index characteristics
Price/Book 1.43
Dividend Yield 2.09
P/E Ex-Neg Earnings 18.04
Long-Term Growth Forecast - IBES 10.44
EPS Growth - 5 Years 10.07
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 1.552
Median Market Cap 0.607
Largest Stock by Market Cap 3.987
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