Russell 2500™ Index

Monthly as of August 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 August 31, 2014
Name August 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Russell 2500 4.94 4.55 5.71 21.45 20.31 18.54 10.44
Russell 3000 4.20 4.70 9.23 24.74 20.65 17.22 8.83
Total returns as of September 19, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Russell 2500 -0.70 -1.67 3.95 12.18 20.72 16.43 9.86
Russell 3000 -0.17 0.06 9.30 17.99 21.22 16.02 8.56

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
PSMI Peregrine Semiconductor Corp 84.72
ACHN Achillion Pharmaceuticals Inc 68.91
ITMN InterMune Inc 67.43
IRF International Rectifier Corp 58.62
ZEN Zendesk Inc 56.35
RPRX Repros Therapeutics Inc 56.35
DEPO Depomed Inc 54.27
TRUE TrueCar Inc 52.32
ARC ARC Document Solutions 48.99
PIKE Pike Corp 47.89

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Consumer Discretionary
Producer Durables
Technology
Health Care

Download Fact Sheet

Index characteristics
Price/Book 2.40
Dividend Yield 1.35
P/E Ex-Neg Earnings 21.49
Long-Term Growth Forecast - IBES 12.78
EPS Growth - 5 Years 13.98
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 4.019
Median Market Cap 1.075
Largest Stock by Market Cap 11.305
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