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Small Cap Completeness® Value Index
Fact sheet
Definition
The Russell Small Cap Completeness Value Index measures the performance of the Russell 3000® Index companies excluding S&P 500 constituents. It includes those Russell Small Cap Completeness Index companies with lower price-to-book ratios and lower forecasted growth values.
The Russell Small Cap Completeness Value Index is constructed to provide a comprehensive and unbiased barometer for the extended broad value market beyond the S&P 500. The Index is completely reconstituted annually to ensure new and growing equities are included and that the represented companies continue to reflect value characteristics.
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Monthly data
As of July 31, 2008
Statistics
| Capitalization (in billions) |
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| Average market cap($-WTD) |
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2.793 |
| Median market cap |
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0.594 |
| Largest company by market cap |
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27.774 |
| Smallest company by market cap |
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0.036 |
| Fundamental characteristics |
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| Price/Book |
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1.41 |
| Dividend yield |
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2.36 |
| P/E Ex-Neg earnings |
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14.35 |
| Lt growth forecast-IBES |
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10.52% |
| EPS growth 5 years |
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12.53 |
Total returns in percentages
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July |
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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 |
| Small Cap Completeness Value |
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0.66 |
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-4.80 |
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-8.04 |
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-11.37 |
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1.72 |
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10.49 |
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7.60 |
| Russell 3000 |
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-0.80 |
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-7.12 |
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-11.76 |
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-10.32 |
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3.06 |
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7.71 |
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3.62 |
For daily total return details for all Russell indexes, view this page.
Membership data
| Top 10 holdings |
| Bunge, Ltd. |
| Crown Castle International Corp. |
| Liberty Media Holding Corp. - Interactive |
| Annaly Mortgage Management, Inc. |
| Invesco Ltd. |
| Pioneer Natural Resources Co. |
| Newfield Exploration Co. |
| Reliant Energy, Inc. |
| Helmerich & Payne, Inc. |
| People's United Financial, Inc. |
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| Top 10 performers |
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Ticker |
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Return |
| U S Airways Group Inc |
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LCC |
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102.40 |
| UCBH Holdings Inc |
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UCBH |
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100.44 |
| Bluegreen Corp |
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BXG |
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90.91 |
| Ambac Financial Grp Inc |
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ABK |
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88.06 |
| Sterling Finl Corp Wa |
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STSA |
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80.68 |
| AMR Corp |
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AMR |
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76.37 |
| Philadelphia Cons Hldg |
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PHLY |
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72.06 |
| Farmers Capital Bk Corp |
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FFKT |
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71.34 |
| East West Bancorp Inc |
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EWBC |
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68.70 |
| CSG Systems Intl Inc |
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CSGS |
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60.98 |
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Sectors — Largest five by weight
| Russell method |
Financial Services
Consumer Discretionary
Materials & Processing
Utilities
Technology |
| GICS method |
Financials
Industrials
Consumer Discretionary
Utilities
Information Technology |
| ICB method |
| Financials |
| Industrials |
| Consumer Services |
| Utilities |
| 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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