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Russell 2500™ Index
Fact sheet
Definition
The Russell 2500 Index measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. The Russell 2500 Index is a subset of the Russell 3000® Index. It includes approximately 2500 of the smallest securities based on a combination of their market cap and current index membership.
The Russell 2500 Index is constructed to provide a comprehensive and unbiased barometer for the small to mid-cap segment. The Index is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small to mid-cap opportunity set.
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Monthly data
As of October 31, 2008
Statistics
| Capitalization (in billions)* |
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| Average market cap($-WTD) |
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1.840 |
| Median market cap |
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0.473 |
| Largest company by market cap |
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6.566 |
| Smallest company by market cap |
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0.011 |
| Fundamental characteristics |
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| Price/Book |
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1.43 |
| Dividend yield |
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2.01 |
| P/E Ex-Neg earnings |
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12.71 |
| Lt growth forecast-IBES |
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13.42% |
| EPS growth 5 years |
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15.22 |
* View market cap ranges as of latest reconstitution
Total returns in percentages
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October |
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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 2500 |
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-21.54 |
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-27.32 |
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-32.75 |
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-37.27 |
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-5.94 |
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1.44 |
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5.86 |
| Russell 3000 |
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-17.74 |
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-24.31 |
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-33.21 |
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-36.60 |
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-5.46 |
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0.46 |
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1.05 |
For daily total return details for all Russell indexes, view this page.
Membership data
| Top 10 holdings |
| DELTA AIR LINES INC |
| People's United Financial, Inc. |
| Wisconsin Energy Corp. |
| Stericycle, Inc. |
| McAfee, Inc. |
| Cephalon, Inc. |
| Petrohawk Energy Corp. |
| Ventas, Inc. |
| Health Care REIT, Inc. |
| Dentsply International, Inc. |
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| Top 10 performers |
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Ticker |
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Return |
| Airtran Holdings Inc |
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AAI |
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68.31 |
| U S Airways Group Inc |
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LCC |
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68.16 |
| Cheniere Energy Inc |
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LNG |
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66.22 |
| UAL Corp |
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UAUA |
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65.64 |
| Nektar Therapeutics |
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NKTR |
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54.04 |
| ICO Global Comm Hldgs |
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ICOG |
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50.46 |
| Delta Air Lines Inc Del |
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DAL |
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47.38 |
| Republic Airways Hld |
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RJET |
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46.71 |
| Spartan Motors Inc |
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SPAR |
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44.34 |
| Salix Pharmaceuticals |
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SLXP |
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43.53 |
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Sectors — Largest five by weight
| Russell method |
Financial Services
Consumer Discretionary
Health Care
Technology
Materials & Processing |
| GICS method |
Financials
Industrials
Information Technology
Health Care
Consumer Discretionary |
| ICB method |
| Financials |
| Industrials |
| Health Care |
| Consumer Services |
| Technology |
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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