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Russell 2500™ Value Index
As of May 31, 2013
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 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.
Jump to: Membership | Sectors | Performance
Facts and characteristics
Facts
| Bloomberg ticker symbol |
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R2500V |
| Reuters ticker symbol |
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.RUBV |
| Weighted average market cap ($B) |
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3.420 |
| Median market cap ($B) |
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0.775 |
| Largest company by market cap ($B) |
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12.238 |
Characteristics
| Price/Book |
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1.56 |
| Dividend yield |
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1.91 |
| Price/Earnings (ex-negative earnings) |
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16.72 |
| IBES long-term growth forecast (%) |
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10.20 |
| EPS 5-year growth |
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5.07 |
Membership
Top 10 holdings
| PENTAIR LTD |
| HOLLYFRONTIER CORP |
| REALTY INCOME CORP |
| TESORO CORP |
| NRG ENERGY INC |
| CONSTELLATION BRANDS |
| PULTEGROUP INC |
| CREE INC |
| CMS ENERGY CORP |
| AMERICAN WTR WKS CO INC |
Top 10 performers
| Holding |
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Ticker |
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Return |
| NEUTRAL TANDEM INC |
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IQNT |
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95.30 |
| ARKANSAS BEST CORP |
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ABFS |
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82.15 |
| SOLARCITY CORP |
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SCTY |
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67.47 |
| STEIN MART INC |
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SMRT |
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63.46 |
| SONUS NETWORKS INC |
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SONS |
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52.86 |
| WET SEAL INC |
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WTSL |
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52.15 |
| MBIA INC |
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MBI |
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50.63 |
| PROVIDENCE SERVICE CORP |
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PRSC |
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50.54 |
| MEMC ELECTRIC MATERIALS |
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WFR |
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49.44 |
| REX AMERICAN RESOURCES |
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REX |
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49.38 |
Russell Global Sectors
Top five by weight
| Financial Services |
| Producer Durables |
| Consumer Discretionary |
| Utilities |
| Technology |
Performance
Total returns vs. broad market (based on $US)
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May |
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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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2.31 |
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7.20 |
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16.28 |
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33.31 |
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16.17 |
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7.52 |
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10.47 |
| Russell 3000 |
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2.36 |
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8.11 |
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15.55 |
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27.88 |
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16.82 |
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5.69 |
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8.09 |
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.
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