Contact us

Americas
866-551-0617
Asia Pacific
+65-6880-5003
Europe, Middle East & Africa
+44-0-20-7024-6600
Send us an email

Russell Midcap® Index

Monthly as of October 31, 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 October 31, 2014
Name October 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Midcap 3.08 4.45 10.16 15.32 20.05 18.97 10.37
Russell 3000 2.75 4.83 9.90 16.07 19.77 17.01 8.55
Total returns as of November 21, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Midcap 0.54 2.28 12.67 16.36 22.98 18.40 10.14
Russell 3000 0.50 2.19 12.30 16.10 22.58 16.30 8.38

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
SHLD Sears Holdings Corp 38.41
INCY Incyte Corp 36.72
CFN CareFusion Corp 26.78
VEC Vectrus Inc 25.14
GNTX Gentex Corp 23.00
ALK Alaska Air Group Inc 22.26
N NetSuite Inc 21.35
KMX Carmax Inc 20.37
IDXX Idexx Laboratories Inc 20.23
HLF Herbalife Ltd 19.91

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Consumer Discretionary
Producer Durables
Technology
Health Care

Download Fact Sheet

Index characteristics
Price/Book 2.75
Dividend Yield 1.54
P/E Ex-Neg Earnings 21.69
Long-Term Growth Forecast - IBES 12.78
EPS Growth - 5 Years 15.49
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 12.507
Median Market Cap 6.185
Largest Stock by Market Cap 30.097
Related Resources
Related Products