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Russell 2000® Value Index

Monthly as of April 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 April 30, 2015
Name April 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2000 Value -2.14 4.14 -0.20 4.89 14.52 10.55 7.87
Russell 3000 0.45 5.19 2.26 12.74 16.86 14.33 8.66
Total returns as of May 27, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2000 Value 1.13 1.41 1.21 5.23 17.35 12.51 7.38
Russell 3000 0.93 2.11 4.42 13.20 19.98 16.43 8.43

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
MCP Molycorp Inc 139.50
REN Resolute Energy Corp 120.09
TCPI TCP International Hldgs 102.72
HERO Hercules Offshore Inc 92.06
CLNE Clean Energy Fuels Corp 85.00
CVEO Civeo Corp 83.86
CJES C&J ENERGY SERVICES LTD 56.78
CRK Comstock Resources Inc 50.42
HNR Harvest Natural Resources Inc 43.22
SFY Swift Energy Co 39.81

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Producer Durables
Consumer Discretionary
Technology
Utilities

Download Fact Sheet

Index characteristics
Price/Book 2.32
Price/Book 1.57
Dividend Yield 2.02
Dividend Yield 1.32
P/E Ex-Neg Earnings 22.50
P/E Ex-Neg Earnings 19.77
EPS Growth - 5 Years 8.51
EPS Growth - 5 Years 13.37
Number of Holdings 1371.000
Number of Holdings 1993.000
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 1.782
Median Market Cap 0.650
Largest Stock by Market Cap 6.093
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