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Russell 2000® Value Index

Monthly as of July 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 July 31, 2015
Name July 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2000 Value -2.76 -1.82 -2.02 4.30 14.82 12.60 5.99
Russell 3000 1.67 1.35 3.65 11.28 18.00 16.35 7.90
Total returns as of September 02, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2000 Value 1.23 -1.61 -8.33 -6.89 11.17 11.83 5.57
Russell 3000 1.80 -1.15 -3.73 -0.84 14.19 14.84 7.23

Membership

Top 10 Holdings

Holding
First American Financial Corp
Investors Bancorp Inc
Highwoods Properties Inc
Umpqua Holdings Corp
Prosperity Bancshares Inc
Strategic Hotels & Resorts Inc
LaSalle Hotel Properties
Stifel Financial Corp
Radian Group Inc
TreeHouse Foods Inc

Top 10 Performers

Ticker Holding 1 Mo Return %
YRCW YRC WORLDWIDE INC 48.69
EROS Eros International PLC 42.44
NTLS NTELOS Holdings Corp 38.31
FTK Flotek Industries Inc 36.63
REMY REMY INTL INC 33.88
VG Vonage Holdings Corp 30.14
STRA Strayer Education Inc 29.03
DERM Dermira Inc 28.66
FRO Frontline Ltd 26.64
VSLR Vivint Solar Inc 25.39

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Producer Durables
Consumer Discretionary
Technology
Utilities

Download Fact Sheet

Index characteristics
Price/Book 1.48
Dividend Yield 2.09
P/E Ex-Neg Earnings 18.88
EPS Growth - 5 Years 8.51
Number of Holdings 1315.000
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 1.712
Median Market Cap 0.697
Largest Stock by Market Cap 5.038
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