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Russell 2000® Value Index

Monthly as of June 30, 2015

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 June 30, 2015
Name June 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2000 Value 0.13 -1.20 0.76 0.78 15.50 14.81 6.87
Russell 3000 -1.67 0.14 1.94 7.29 17.73 17.54 8.15
Total returns as of July 31, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2000 Value 0.22 -2.76 -2.02 4.30 14.82 12.60 5.99
Russell 3000 -0.12 1.67 3.65 11.28 18.00 16.35 7.90

Membership

Top 10 Holdings

Holding
Investors Bancorp Inc
Prosperity Bancshares Inc
First American Financial Corp
LaSalle Hotel Properties
Umpqua Holdings Corp
Stifel Financial Corp
Highwoods Properties Inc
Dynegy Inc
CNO Financial Group Inc
Radian Group Inc

Top 10 Performers

Ticker Holding 1 Mo Return %
RXDX IGNYTA INC 68.04
TRAK Dealertrack Technologies 50.58
DMRC Digimarc Corp 46.13
LOXO Loxo Oncology Inc 46.11
ADMS Adamas Pharmaceuticals Inc 45.75
RMTI Rockwell Medical Inc 45.62
SIGM SIGMA DESIGNS INC 39.21
WAC Walter Investment Management Corp 38.35
PCO Pendrell Corporation 37.00
CIA Citizens Inc 34.17

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Producer Durables
Consumer Discretionary
Technology
Utilities

Download Fact Sheet

Index characteristics
Price/Book 1.52
Dividend Yield 2.01
P/E Ex-Neg Earnings 19.25
EPS Growth - 5 Years 8.47
Number of Holdings 1319.000
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 1.708
Median Market Cap 0.718
Largest Stock by Market Cap 4.290
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