|
 |
 |
 |
 |
 |
Russell 1000® Value Index

As of April 30, 2013
The Russell 1000 Value Index measures the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 Index companies with lower price-to-book ratios and lower expected growth values.
The Russell 1000 Value Index is constructed to provide a comprehensive and unbiased barometer for the large-cap value segment. The Index is completely reconstituted annually to ensure new and growing equities are included and that the represented companies continue to reflect value characteristics
Jump to: Membership | Sectors | Performance
Facts and characteristics
Facts
| Bloomberg ticker symbol |
|
|
|
|
|
|
|
|
|
RLV |
| Reuters ticker symbol |
|
|
|
|
|
|
|
|
|
.VVY |
| Weighted average market cap ($B) |
|
|
|
|
|
|
|
|
|
97.204 |
| Median market cap ($B) |
|
|
|
|
|
|
|
|
|
5.768 |
| Largest company by market cap ($B) |
|
|
|
|
|
|
|
|
|
416.132 |
Characteristics
| Price/Book |
|
|
|
|
|
|
|
|
|
1.67 |
| Dividend yield |
|
|
|
|
|
|
|
|
|
2.37 |
| Price/Earnings (ex-negative earnings) |
|
|
|
|
|
|
|
|
|
14.90 |
| IBES long-term growth forecast (%) |
|
|
|
|
|
|
|
|
|
8.83 |
| EPS 5-year growth |
|
|
|
|
|
|
|
|
|
4.43 |
Membership
Top 10 holdings
| EXXON MOBIL CORP |
| CHEVRON CORP |
| GENERAL ELECTRIC CO |
| PFIZER INC |
| AT&T INC |
| PROCTER & GAMBLE CO |
| BERKSHIRE HATHAWAY INC |
| JPMORGAN CHASE & CO |
| WELLS FARGO & CO |
| JOHNSON & JOHNSON |
Top 10 performers
| Holding |
|
Ticker |
|
Return |
| NII HOLDINGS INC |
|
NIHD |
|
100.92 |
| GAMESTOP CORP |
|
GME |
|
24.78 |
| AKAMAI TECHNOLOGIES |
|
AKAM |
|
24.43 |
| MERCURY GENERAL CORP |
|
MCY |
|
20.51 |
| ENDO HEALTH SOLUTIONS |
|
ENDP |
|
19.12 |
| BEST BUY INC |
|
BBY |
|
17.34 |
| GENERAL GROWTH PPTYS INC |
|
GGP |
|
14.93 |
| LEXMARK INTERNATIONAL |
|
LXK |
|
14.81 |
| ASHLAND INC |
|
ASH |
|
14.68 |
| LIFE TECHNOLOGIES CORP |
|
LIFE |
|
14.02 |
Russell Global Sectors
Top five by weight
| Financial Services |
| Energy |
| Health Care |
| Utilities |
| Producer Durables |
Performance
Total returns vs. broad market (based on $US)

|
|
April |
|
3 month |
|
YTD |
|
1 yr |
|
3 yr |
|
5 yr |
|
10 yr |
| Russell 1000 Value |
|
1.51 |
|
7.05 |
|
14.01 |
|
21.80 |
|
12.35 |
|
4.17 |
|
8.42 |
| Russell 3000 |
|
1.64 |
|
7.02 |
|
12.89 |
|
17.21 |
|
12.78 |
|
5.63 |
|
8.48 |
Get more index performance or use our Index Returns Calculator.

Copyright © Russell Investments 2011. 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. It is delivered on an "as is" basis without warranty.
Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.
Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment. Returns of one year or longer are annualized.
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.
|
 |
 |
|
| |
Related indexes and products |
|
|
| |
Daily analysis |
|
|
|
© Russell Investments 1995-2013. All rights reserved.
Legal information.
Privacy statement.
Indexes are unmanaged and cannot be invested in directly.
|