Russell Top 50® Mega Cap Index

Monthly as of June 30, 2014

Data in USD

The Russell Top 50® Mega Cap Index measures the performance of the largest companies in the Russell 3000® Index. It includes approximately 50 of the largest securities based on a combination of their market cap and current index membership and represents approximately 40% of the total market capitalization of the Russell 3000. The Russell Top 50 Index is constructed to provide a comprehensive unbiased and stable barometer of the largest U.S. companies. The Index is completely reconstituted annually to ensure new and growing equities are reflected.

Performance (USD)

Total returns as of June 30, 2014
Name June 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Top 50 Mega Cap 1.25 4.51 5.04 21.21 16.22 16.48 6.48
Russell 3000 2.51 4.87 6.94 25.22 16.46 19.33 8.23
Total returns as of July 23, 2014
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Top 50 Mega Cap 0.20 2.29 7.45 18.18 15.86 15.69 7.15
Russell 3000 0.18 0.86 7.86 19.43 16.06 18.04 8.90

Membership

Top 10 Holdings

Holding
Apple Inc
Exxon Mobil Corp
Microsoft Corp
Johnson & Johnson
General Electric Co
Wells Fargo & Co
Chevron Corp
Berkshire Hathaway Inc
JPMorgan Chase & Co
Procter & Gamble Co

Top 10 Performers

Ticker Holding 1 Mo Return %
SLB Schlumberger Ltd 13.81
INTC Intel Corp 13.10
COP ConocoPhillips 7.24
CVX Chevron Corp 6.32
KO Coca-Cola Co 4.33
AMZN Amazon.com Inc 3.91
JPM JPMorgan Chase & Co 3.69
OXY Occidental Petroleum Corp 3.69
AXP American Express Co 3.68
WFC Wells Fargo & Co 3.51

Russell Global Sectors

Top Sectors by weight

Sector
Technology
Financial Services
Health Care
Energy
Consumer Staples

Download Fact Sheet

Index characteristics
Price/Book 2.84
Dividend Yield 2.26
P/E Ex-Neg Earnings 17.11
Long-Term Growth Forecast - IBES 10.28
EPS Growth - 5 Years 15.55
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 230.295
Median Market Cap 149.453
Largest Stock by Market Cap 560.337
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