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Russell Midcap® Index

Monthly as of November 30, 2014

Data in USD

The Russell Midcap Index measures the performance of the mid-cap segment of the U.S. equity universe. The Russell Midcap Index is a subset of the Russell 1000® Index. It includes approximately 800 of the smallest securities based on a combination of their market cap and current index membership. The Russell Midcap Index represents approximately 31% of the total market capitalization of the Russell 1000 companies. The Russell Midcap Index is constructed to provide a comprehensive and unbiased barometer for the mid-cap segment. The Index is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true mid-cap opportunity set.

Performance (USD)

Total returns as of November 30, 2014
Name Month 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Midcap 2.56 2.19 12.98 16.34 21.27 18.45 10.00
Russell 3000 2.42 -- 12.56 15.53 20.84 16.28 8.32
Total returns as of December 26, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Midcap 0.29 1.29 14.43 15.01 21.59 17.08 9.77
Russell 3000 0.37 1.31 14.03 14.46 20.78 15.68 8.12

Membership

Top 10 Holdings

Holding
Kroger Co
Applied Materials Inc
Southwest Airlines Co
Cardinal Health Inc
Vertex Pharmaceuticals Inc
Crown Castle International Corp
Cigna Corp
AON Plc
Sempra Energy
Intuit Inc

Top 10 Performers

Ticker Holding 1 Mo Return %
MIK Michaels Cos Inc/The 31.62
CVD Covance Inc 28.44
DISH DISH Network Corp 24.76
WFM Whole Foods Market Inc 24.66
COTY Coty Inc 21.93
LUV Southwest Airlines Co 21.29
ZTS Zoetis Inc 21.14
RAX Rackspace Hosting Inc 19.68
DSW DSW Inc 19.66
KATE Kate Spade & Co 18.06

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Consumer Discretionary
Producer Durables
Technology
Health Care

Download Fact Sheet

Index characteristics
Price/Book 2.80
Dividend Yield 1.53
P/E Ex-Neg Earnings 22.10
Long-Term Growth Forecast - IBES 12.55
EPS Growth - 5 Years 15.54
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 13.000
Median Market Cap 6.330
Largest Stock by Market Cap 36.450
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