Russell 2500™ Index

Monthly as of June 30, 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 June 30, 2014
Name June 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2500 4.78 3.57 5.95 25.58 15.51 21.63 9.78
Russell 3000 2.51 4.87 6.94 25.22 16.46 19.33 8.23
Total returns as of July 24, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2500 0.01 -1.82 4.02 16.14 14.30 19.41 10.44
Russell 3000 0.04 0.90 7.90 20.02 16.07 17.96 8.90

Membership

Top 10 Holdings

Holding
TRW Automotive Holdings Corp
Hanesbrands Inc
Trimble Navigation Ltd
Markel Corp
Fidelity National Financial Inc
ServiceNow Inc
Skyworks Solutions Inc
Signet Jewelers Ltd
American Water Works Co Inc
Equifax Inc

Top 10 Performers

Ticker Holding 1 Mo Return %
IDIX Idenix Pharmaceuticals Inc 284.37
ACHN Achillion Pharmaceuticals Inc 179.34
KPTI KARYOPHARM THERAPEUTICS 77.33
BLUE Bluebird Bio Inc 66.83
AERI AERIE PHARMACEUTICALS 58.07
VNDA Vanda Pharmaceuticals Inc 57.24
GERN Geron Corp 54.33
OPEN OpenTable Inc 52.92
INSM INSMED INC 52.05
OMER Omeros Corp 48.85

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Consumer Discretionary
Producer Durables
Technology
Health Care

Download Fact Sheet

Index characteristics
Price/Book 2.44
Dividend Yield 1.32
P/E Ex-Neg Earnings 22.09
Long-Term Growth Forecast - IBES 12.78
EPS Growth - 5 Years 13.20
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 3.940
Median Market Cap 1.097
Largest Stock by Market Cap 9.915
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