Russell Midcap® Index

Monthly as of August 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 August 31, 2014
Name August 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Midcap 4.83 5.08 10.56 25.32 21.04 19.29 11.07
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
Midcap -0.31 -0.76 9.72 17.08 21.39 17.51 10.66
Russell 3000 -0.17 0.06 9.30 17.99 21.22 16.02 8.56

Membership

Top 10 Holdings

Holding
NetFlix Inc
Applied Materials Inc
Crown Castle International Corp
Noble Energy Inc
Sempra Energy
Kroger Co
AON Plc
Tesla Motors Inc
Cigna Corp
Cardinal Health Inc

Top 10 Performers

Ticker Holding 1 Mo Return %
MNST Monster Beverage Corp 38.23
BYI Bally Technologies Inc 31.78
UTHR United Therapeutics Corp 29.57
WPX WPX Energy Inc 29.41
ALNY Alnylam Pharmaceuticals Inc 28.90
VEEV VEEVA SYSTEMS INC 25.92
SGEN Seattle Genetics Inc 25.03
LNKD LinkedIn Corp 24.97
ICPT Intercept Pharma Inc 24.69
MDVN Medivation Inc 22.94

Russell Global Sectors

Top Sectors by weight

Sector
Financial Services
Consumer Discretionary
Producer Durables
Technology
Health Care

Download Fact Sheet

Index characteristics
Price/Book 2.77
Dividend Yield 1.52
P/E Ex-Neg Earnings 22.26
Long-Term Growth Forecast - IBES 12.62
EPS Growth - 5 Years 15.05
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 12.332
Median Market Cap 6.272
Largest Stock by Market Cap 33.467
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