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Russell 2500™ Value Index


As of January 31, 2012

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 Index 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 growth 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.

Jump to: Membership | Sectors | Performance

Facts and characteristics

Facts

Bloomberg ticker symbol                   R2500V
Reuters ticker symbol                   .RUBV
Weighted average market cap ($B)                   2.588
Median market cap ($B)                   0.618
Largest company by market cap ($B)                   7.855

Characteristics

Price/Book                   1.36
Dividend yield                   2.09
Price/Earnings (ex-negative earnings)                   15.46
IBES long-term growth forecast (%)                   10.38
EPS 5-year growth                   -2.31


Membership

Top 10 holdings

AMERICAN CAPITAL AGENCY
NORTHEAST UTILITIES
WYNDHAM WORLDWIDE CORP
AMERICAN WTR WKS CO INC
CARMAX INC
AUTOLIV INC
CMS ENERGY CORP
SOUTHERN UNION CO
ENERGIZER HOLDINGS INC
HOLOGIC INC

Top 10 performers

Holding   Ticker   Return
INHIBITEX INC   INHX   133.36
CELLDEX THERAPEUTICS INC   CLDX   82.69
IDENIX PHARMACEUTICALS   IDIX   79.85
GEORGIA GULF CORP   GGC   79.84
USEC INC   USU   67.54
GOLDEN MINERALS CO   AUMN   66.95
HOVNANIAN ENTERPRISES   HOV   66.90
U S AIRWAYS GROUP INC   LCC   66.47
INVENSENSE INC   INVN   65.56
UR ENERGY INC   URG   61.82


Russell Global Sectors

Top five by weight

Financial Services
Producer Durables
Consumer Discretionary
Utilities
Technology


Performance

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

Russell 2500 Value Index returns chart

  January   3 month      YTD        1 yr        3 yr        5 yr       10 yr 
Russell 2500 Value   5.69   7.10   5.69   0.60   22.60   0.08   7.66
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
Russell 2500
Russell 2500 Growth



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