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Russell 2000® Value Index

Monthly as of March 31, 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 March 31, 2015
Name March 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2000 Value 1.69 1.98 1.98 4.43 14.79 12.54 7.53
Russell 3000 -1.02 1.80 1.80 12.37 16.43 14.71 8.38
Total returns as of April 24, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2000 Value -0.17 0.56 2.55 6.39 16.27 10.33 8.02
Russell 3000 0.12 2.26 4.10 14.84 18.34 14.14 8.89

Membership

Top 10 Holdings

Holding
Office Depot Inc
LaSalle Hotel Properties
Highwoods Properties Inc
JetBlue Airways Corp
RLJ Lodging Trust
CubeSmart
Dynegy Inc
First American Financial Corp
WellCare Health Plans Inc
Investors Bancorp Inc

Top 10 Performers

Ticker Holding 1 Mo Return %
ICEL Cellular Dynamics Int 202.58
ATRA Atara Biotherapeutics 112.53
STRL Sterling Construction Co Inc 63.77
HPTX Hyperion Therapeutics Inc. 55.33
MDR McDermott International Inc 53.60
VSLR Vivint Solar Inc 50.43
NAME Rightside Group Ltd 43.77
PRTA PROTHENA CORP PLC 43.49
FIVN Five9 Inc 42.56
TWOU 2U Inc 38.42

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 1.98
P/E Ex-Neg Earnings 20.50
EPS Growth - 5 Years 8.83
Number of Holdings 1357.000
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 1.832
Median Market Cap 0.657
Largest Stock by Market Cap 5.945
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