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Russell 1000® Value Index


As of January 31, 2012

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 ($B)                   74.785
Median market cap ($B)                   4.770
Largest company by market cap ($B)                   412.510

Characteristics

Price/Book                   1.50
Dividend yield                   2.57
Price/Earnings (ex-negative earnings)                   13.51
IBES long-term growth forecast (%)                   9.55
EPS 5-year growth                   0.07


Membership

Top 10 holdings

GENERAL ELECTRIC CO
CHEVRON CORP
AT&T INC
PFIZER INC
PROCTER & GAMBLE CO
JPMORGAN CHASE & CO
JOHNSON & JOHNSON
INTEL CORP
BERKSHIRE HATHAWAY INC
WELLS FARGO & CO

Top 10 performers

Holding   Ticker   Return
ORCHARD SUPPLY HARDWARE   OSH   162.95
TEREX CORP   TEX   46.56
WESTLAKE CHEMICAL CORP   WLK   45.25
TEXTRON INC   TXT   37.80
VISHAY INTERTECHNOLOGY   VSH   36.60
LYONDELLBASELL INDS   LYB   32.66
SEARS HOLDINGS CORP   SHLD   32.63
PANDORA MEDIA INC   P   31.77
THOMAS & BETTS CORP   TNB   30.75
TRIPADVISOR INC   TRIP   30.54


Russell Global Sectors

Top five by weight

Financial Services
Health Care
Utilities
Energy
Consumer Discretionary


Performance

Total returns vs. broad market (based on $US)

Russell 1000 Value Index returns chart

  January   3 month      YTD        1 yr        3 yr        5 yr       10 yr 
Russell 1000 Value   3.78   5.33   3.78   1.88   17.63   -2.16   4.36
Russell 3000   5.05   5.62   5.05   3.86   20.24   0.60   4.16

Get more index performance or use our Index Returns Calculator.

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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.





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Related indexes and products
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Daily analysis
Real-Time Market Analysis


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