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Russell 2500™ Index

Monthly as of December 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 December 31, 2014
Name Month 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2500 1.36 6.77 7.07 7.07 19.97 16.36 8.72
Russell 3000 0.00 5.24 12.56 12.56 20.51 15.63 --
Total returns as of January 23, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2500 -0.24 -0.54 -0.54 5.95 17.55 16.47 9.23
Russell 3000 -0.48 -0.24 -0.24 13.00 18.46 16.00 8.34

Membership

Top 10 Holdings

Holding
Skyworks Solutions Inc
TRW Automotive Holdings Corp
Maillinckrodt Plc
Hanesbrands Inc
Incyte Corp
Signet Jewelers Ltd
Polaris Industries Inc
Universal Health Services Inc
Equifax Inc
ServiceNow Inc

Top 10 Performers

Ticker Holding 1 Mo Return %
BLUE Bluebird Bio Inc 122.46
ASPX Auspex Pharmaceutic 116.59
FRO Frontline Ltd 102.42
BIRT Actuate Corp 83.33
ALDR Alder Biopharmaceuticals Inc 78.25
OVAS OVASCIENCE INC 75.06
CYTK CYTOKINETICS INC 71.52
CEMP Cempra Inc 63.38
VOLC Volcano Corp 61.66
RDUS Radius Health Inc 57.53

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Consumer Discretionary
Producer Durables
Health Care
Technology

Download Fact Sheet

Index characteristics
Price/Book 2.42
Dividend Yield 1.39
P/E Ex-Neg Earnings 21.42
Long-Term Growth Forecast - IBES 12.85
EPS Growth - 5 Years 14.86
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 4.152
Median Market Cap 1.094
Largest Stock by Market Cap 15.422
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