Russell 2500™ Index

Monthly as of July 31, 2014

Data in USD

The Russell 2500™ Index measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. The Russell 2500 Index is a subset of the Russell 3000® Index. It includes approximately 2500 of the smallest securities based on a combination of their market cap and current index membership. The Russell 2500 Index is constructed to provide a comprehensive and unbiased barometer for the small to mid-cap segment. The Index is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small to mid-cap opportunity set.

Performance (USD)

Total returns as of July 31, 2014
Name July 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2500 -4.92 0.80 0.74 12.08 15.06 18.35 9.88
Russell 3000 -1.97 2.68 4.83 16.37 16.58 17.08 8.43
Total returns as of August 19, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2500 0.45 3.62 4.38 19.35 24.11 18.79 10.51
Russell 3000 0.49 2.96 7.94 22.59 23.69 17.49 8.86

Membership

Top 10 Holdings

Holding
TRW Automotive Holdings Corp
Hanesbrands Inc
Polaris Industries Inc
Skyworks Solutions Inc
Universal Health Services Inc
Equifax Inc
Markel Corp
American Water Works Co Inc
Ball Corp
ServiceNow Inc

Top 10 Performers

Ticker Holding 1 Mo Return %
PBYI Puma Biotechnology Inc 235.94
HNRG Hallador Energy Co 48.19
GFIG GFI Group Inc 36.45
PCYC Pharmacyclics Inc 34.25
ZLTQ ZELTIQ Aesthetics Inc. 33.25
X United States Steel Corp 28.61
TRLA Trulia Inc 27.75
VITC Vitacost Com Inc 27.48
AMRE AmREIT Inc 26.45
NOR Noranda Aluminum Holding Corp 25.21

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Consumer Discretionary
Producer Durables
Technology
Health Care

Download Fact Sheet

Index characteristics
Price/Book 2.33
Dividend Yield 1.39
P/E Ex-Neg Earnings 20.61
Long-Term Growth Forecast - IBES 12.78
EPS Growth - 5 Years 13.22
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 3.813
Median Market Cap 1.025
Largest Stock by Market Cap 11.330
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