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Russell Top 50® Mega Cap Index

Monthly as of December 31, 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 December 31, 2014
Name Month 3 Month YTD 1 yr 3 yr 5 yr 10 yr
Top 50 Mega Cap -1.18 3.18 11.68 11.68 18.60 13.77 6.62
Russell 3000 0.00 5.24 12.56 12.56 20.51 15.63 --
Total returns as of January 23, 2015
Name Daily MTD YTD 1YR 3YR 5YR 10YR
Top 50 Mega Cap -0.66 -0.39 -0.39 12.67 16.77 14.21 6.94
Russell 3000 -0.48 -0.24 -0.24 13.00 18.46 16.00 8.34

Membership

Top 10 Holdings

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

Top 10 Performers

Ticker Holding 1 Mo Return %
OXY Occidental Petroleum Corp 6.30
HD Home Depot Inc 6.11
ORCL Oracle Corp 6.04
CVS CVS HEALTH CORPORATION 5.42
BAC Bank of America Corp 5.29
COP ConocoPhillips 4.53
UTX United Technologies Corp 4.47
FOXA 21st Century Fox Inc 4.36
JPM JPMorgan Chase & Co 4.02
DIS Walt Disney Co 3.09

Russell Global Sectors

Top Sectors by weight

Sector
Technology
Financial Services
Health Care
Consumer Staples
Consumer Discretionary

Download Fact Sheet

Index characteristics
Price/Book 2.92
Dividend Yield 2.26
P/E Ex-Neg Earnings 17.08
Long-Term Growth Forecast - IBES 10.32
EPS Growth - 5 Years 16.43
Capitalization statistics ($ B)
Average Market Cap ($-WTD) 245.568
Median Market Cap 156.605
Largest Stock by Market Cap 665.555
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