Russell 2000® Value Index

Monthly as of July 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 July 31, 2014
Name July 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2000 Value -6.05 -1.27 -2.10 8.18 13.55 15.83 8.07
Russell 3000 -1.97 2.68 4.83 16.37 16.58 17.08 8.43
Total returns as of August 21, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2000 Value 0.49 3.59 1.41 15.54 22.58 15.17 8.39
Russell 3000 0.26 3.44 8.44 23.18 23.88 16.91 8.81

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
HNRG Hallador Energy Co 48.19
GFIG GFI Group Inc 36.45
TRLA Trulia Inc 27.75
AMRE AmREIT Inc 26.45
NOR Noranda Aluminum Holding Corp 25.21
PTSI PAM Transportation Services Inc 24.32
JRN Journal Communications Inc 22.66
AMED Amedisys Inc 20.55
DHX Dice Holdings Inc 20.37
CENX Century Aluminum Co 19.90

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Producer Durables
Consumer Discretionary
Technology
Utilities

Download Fact Sheet

Index characteristics
Price/Book 1.49
Dividend Yield 1.99
P/E Ex-Neg Earnings 18.42
Long-Term Growth Forecast - IBES 10.67
EPS Growth - 5 Years 9.59
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 1.563
Median Market Cap 0.624
Largest Stock by Market Cap 4.338
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