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Russell 2500™ Value Index
Fact Sheet
Definition
The Russell 2500 Value Index measures the performance of the small to mid-cap value segment of the U.S. equity universe. It includes those Russell 2500 companies with lower price-to-book ratios and lower forecasted growth values.
The Russell 2500 Value Index is constructed to provide a comprehensive and unbiased barometer of the small to mid-cap value market. 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 and that the represented companies continue to reflect value characteristics.
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Monthly Data
As of April 30, 2008
Statistics
| Capitalization (in billions) |
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| Average Market Cap($-WTD) |
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2.570 |
| Median Market Cap |
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0.656 |
| Largest Company by Market Cap |
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8.536 |
| Smallest Company by Market Cap |
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0.010 |
| Fundamental Characteristics |
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| Price/Book |
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1.53 |
| Dividend Yield |
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2.35 |
| P/E Ex-Neg Earnings |
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15.57 |
| Lt Growth Forecast-IBES |
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10.53% |
| EPS Growth 5 years |
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12.14 |
Total Returns in Percentages
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April |
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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 Value |
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4.62 |
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0.65 |
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-2.94 |
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-14.48 |
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7.35 |
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14.61 |
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8.35 |
| Russell 3000 |
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5.00 |
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1.14 |
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-4.99 |
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-5.16 |
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8.64 |
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11.40 |
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4.28 |
For daily total return details for all Russell indexes, view this page.
Membership Data
| Top 10 Holdings |
| HCP, Inc. |
| Annaly Mortgage Management, Inc. |
| Plains Exploration & Production Co. |
| CF Industries Holdings, Inc. |
| SPX Corp. |
| Molson Coors Brewing Co. |
| New York Community Bancorp, Inc. |
| Eastman Chemical Co. |
| AMB Property Corp. |
| Helmerich & Payne, Inc. |
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| Top 10 Performers |
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Ticker |
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Return |
| Virgin Mobile USA Inc |
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VM |
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104.43 |
| Security Capital Assuran |
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SCA |
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92.16 |
| Sucampo Pharma |
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SCMP |
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79.00 |
| Warner Music Group Corp |
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WMG |
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74.50 |
| Sirtris Pharmaceuticals |
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SIRT |
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72.06 |
| Palm Harbor Homes |
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PHHM |
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63.69 |
| Bon-Ton Stores Inc |
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BONT |
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61.70 |
| Millennium Pharm Inc |
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MLNM |
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60.87 |
| Immersion Corp |
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IMMR |
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58.79 |
| McMoran Exploration Co |
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MMR |
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58.59 |
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Sectors — Largest Five by Weight
| Russell Method |
Financial Services
Materials & Processing
Utilities
Consumer Discretionary
Technology |
| GICS Method |
Financials
Industrials
Utilities
Consumer Discretionary
Information Technology |
| ICB Method |
| Financials |
| Industrials |
| Utilities |
| Consumer Goods |
| Basic Materials |
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.
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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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