Russell 2500™ Index

Monthly as of March 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 March 31, 2014
Name March YTD 3 Month 1 yr 3 yr 5 yr 10 yr
Russell 2500 -0.36 2.30 2.30 24.01 13.95 25.33 9.43
Russell 3000 0.53 1.97 1.97 22.61 14.61 21.93 --
Total returns as of April 15, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2500 0.52 -3.64 -1.42 24.28 12.80 22.30 9.19
Russell 3000 0.64 -1.96 -0.02 22.03 14.02 19.76 7.65

Membership

Top 10 Holdings

Holding
Cheniere Energy Inc
Helmerich & Payne Inc
Trimble Navigation Ltd
TransDigm Group Inc
Under Armour Inc
ENDO INTERNATIONAL PLC
Polaris Industries Inc
United Rentals Inc
TRW Automotive Holdings Corp
Chicago Bridge & Iron Co NV

Top 10 Performers

Ticker Holding 1 Mo Return %
ECYT Endocyte Inc 80.79
HART Harvard Apparatus Regenerative Technolog 79.25
RCAP Rcs Capital Corp 71.84
BPZ BPZ Resources Inc 54.37
AXDX ACCELERATE DIAGNOSTICS 47.56
UPIP Unwired Planet Inc 46.62
PTX Pernix Therapeutics Holdings 45.78
SGK Schawk Inc 43.74
FPRX FIVE PRIME THERAPEUTICS 40.83
OFIX Orthofix International NV 35.69

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Producer Durables
Consumer Discretionary
Technology
Health Care

Download Fact Sheet

Index characteristics
Price/Book 2.38
Dividend Yield 1.37
P/E Ex-Neg Earnings 21.60
EPS Growth - 5 Years 13.09
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 3.939
Median Market Cap 1.067
Largest Stock by Market Cap 13.357
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