Russell 2000® Value Index

Monthly as of June 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 June 30, 2014
Name June 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2000 Value 4.42 2.38 4.20 22.54 14.65 19.88 8.24
Russell 3000 2.51 4.87 6.94 25.22 16.46 19.33 8.23
Total returns as of July 29, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2000 Value -0.18 -4.42 -0.40 9.97 14.21 16.73 8.26
Russell 3000 -0.38 -0.06 6.88 18.83 17.34 17.84 8.66

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
IDIX Idenix Pharmaceuticals Inc 284.37
ACHN Achillion Pharmaceuticals Inc 179.34
GERN Geron Corp 54.33
OMER Omeros Corp 48.85
FIO Fusion-io Inc 41.43
LLNW Limelight Networks Inc 40.37
GLUU Glu Mobile Inc 37.55
GLOG GasLog Ltd 36.57
OSUR OraSure Technologies Inc 36.23
ANV Allied Nevada Gold Corp 36.23

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Producer Durables
Consumer Discretionary
Technology
Utilities

Download Fact Sheet

Index characteristics
Price/Book 1.59
Dividend Yield 1.86
P/E Ex-Neg Earnings 20.09
Long-Term Growth Forecast - IBES 10.53
EPS Growth - 5 Years 9.57
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 1.667
Median Market Cap 0.667
Largest Stock by Market Cap 4.366
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