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Russell 2000® Value Index

Monthly as of December 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 December 31, 2014
Name Month 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2000 Value 2.73 9.40 4.22 4.22 18.29 14.26 6.89
Russell 3000 0.00 5.24 12.56 12.56 20.51 15.63 --
Total returns as of January 30, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2000 Value -2.09 -4.16 -4.16 3.90 14.15 13.97 6.86
Russell 3000 -1.35 -2.78 -2.78 12.99 17.44 15.83 7.93

Membership

Top 10 Holdings

Holding
Office Depot Inc
LaSalle Hotel Properties
RLJ Lodging Trust
Highwoods Properties Inc
Prosperity Bancshares Inc
Dynegy Inc
First American Financial Corp
CubeSmart
Investors Bancorp Inc
CNO Financial Group Inc

Top 10 Performers

Ticker Holding 1 Mo Return %
FRO Frontline Ltd 102.42
BIRT Actuate Corp 83.33
OVAS OVASCIENCE INC 75.06
CYTK CYTOKINETICS INC 71.52
RDUS Radius Health Inc 57.53
NAVB Navidea Biopharma Inc 52.42
CCXI ChemoCentryx Inc 48.16
USAK USA TRUCK INC 42.07
IDRA Idera Pharmaceuticals Inc 41.80
TUBE Tubemogul Inc 41.29

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Producer Durables
Consumer Discretionary
Technology
Utilities

Download Fact Sheet

Index characteristics
Price/Book 1.58
Dividend Yield 1.97
P/E Ex-Neg Earnings 19.85
Long-Term Growth Forecast - IBES 10.26
EPS Growth - 5 Years 11.39
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 1.746
Median Market Cap 0.645
Largest Stock by Market Cap 4.983
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