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Russell Midcap® Index
Fact sheet
Definition
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.
View PDF version
Monthly data
As of June 30, 2008
Statistics
| Capitalization (in billions)* |
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| Average market cap($-WTD) |
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7.829 |
| Median market cap |
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3.899 |
| Largest company by market cap |
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20.538 |
| Smallest company by market cap |
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0.755 |
| Fundamental characteristics |
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| Price/Book |
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2.28 |
| Dividend yield |
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1.67 |
| P/E Ex-Neg earnings |
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16.60 |
| Lt growth forecast-IBES |
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13.54% |
| EPS growth 5 years |
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19.21 |
* View market cap ranges as of latest reconstitution
Total returns in percentages
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June |
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3 month |
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YTD |
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1 yr |
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3 yr |
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5 yr |
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10 yr |
| Russell Midcap |
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-7.99 |
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2.67 |
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-7.57 |
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-11.19 |
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6.84 |
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13.07 |
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8.10 |
| Russell 3000 |
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-8.25 |
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-1.69 |
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-11.05 |
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-12.69 |
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4.73 |
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8.37 |
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3.51 |
For daily total return details for all Russell indexes, view this page.
Membership data
| Top 10 holdings |
| CONSOL Energy, Inc. |
| PPL Corp. |
| Murphy Oil Corp. |
| Spectra Energy Corp. |
| Noble Corp. |
| Noble Energy, Inc. |
| American Tower Corp. |
| Edison International |
| Smith International, Inc. |
| Yum! Brands, Inc. |
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| Top 10 performers |
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Ticker |
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Return |
| Massey Energy Corp |
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MEE |
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45.16 |
| Patriot Coal Corp |
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PCX |
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41.76 |
| Foundation Coal Holdings |
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FCL |
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32.84 |
| Jabil Circuit Inc |
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JBL |
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29.01 |
| St Mary Land & Expl Co |
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SM |
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26.84 |
| App Pharmaceuticals Inc |
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APPX |
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26.09 |
| Mosaic Company |
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MOS |
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18.24 |
| Sandridge Energy Inc |
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SD |
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17.42 |
| Chesapeake Energy Corp |
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CHK |
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17.15 |
| Nabors Industries Ltd |
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NBR |
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17.10 |
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Alphabetical membership list
Sectors — Largest five by weight
| Russell method |
Financial Services
Consumer Discretionary
Technology
Other Energy
Utilities |
| GICS method |
Financials
Consumer Discretionary
Information Technology
Industrials
Energy |
| ICB method |
| Industrials |
| Financials |
| Consumer Services |
| Technology |
| Oil & Gas |
Copyright © Russell Investments 2008. All rights reserved. This material is proprietary and may not be reproduced, transferred or distributed in any form without prior written permission from Russell Investments. Russell Investments reserves the right at any
time and without notice to change, amend, or cease publication of the information. It has been prepared solely for informative purposes. It is made available on an "as is" basis without warranty. Nothing in this publication is intended to constitute legal, tax, securities or investment advice, not an opinion regarding the appropriateness of any investment, nor a solicitation of any type.
The index is unmanaged and cannot be invested in directly.
Russell Investments is the owner of the trademarks, service marks and copyrights related to its indexes.
Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.
Returns represent past performance and are not a guarantee of future performance.
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© Russell Investments 1995-2008. All rights reserved.
Legal information.
Privacy statement.
Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide, including Russell Investments, and is a subsidiary of The Northwestern Mutual Life Insurance Company.
Indexes are unmanaged and cannot by invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.
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