Friday, 8 February 2013



Russell 2000® Index


As of December 31, 2012

The Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000 is a subset of the Russell 3000® Index representing approximately 10% of the total market capitalization of that index. It includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership.

The Russell 2000 Index is constructed to provide a comprehensive and unbiased small-cap barometer and is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small-cap opportunity set.

Jump to: Membership | Sectors | Performance

Facts and characteristics

Facts
Bloomberg ticker symbol RTY
Reuters ticker symbol .TOY
Weighted average market cap ($B) 1.323
Median market cap ($B) 0.513
Largest company by market cap ($B) 4.664
Market capitalization ranges as of latest reconstitution

Characteristics

Price/Book 1.81
Dividend yield 1.50
Price/Earnings (ex-negative earnings) 17.50
IBES long-term growth forecast (%) 12.67
EPS 5-year growth 4.99

Membership

Complete membership list (PDF) as of latest reconstitution

Top 10 holdings

OCWEN FINANCIAL CORP
GENESEE & WYOMING INC
TWO HBRS INVT CORP
PHARMACYCLICS INC
COMMVAULT SYSTEMS INC
STARWOOD PPTY TRUST INC
ALASKA AIR GROUP INC
WARNACO GROUP INC
DRIL-QUIP INC
WEX INC
Top 10 performers
Holding Ticker Return
MCMORAN EXPLORATION CO MMR 88.16
ROMA FINANCIAL CORP ROMA 78.72
BG MEDICINE INC BGMD 59.31
MGIC INVESTMENT CORP MTG 52.00
LINCOLN EDUCATIONAL SVS LINC 46.63
FERRO CORP FOE 45.64
MTR GAMING GROUP INC MNTG 44.79
TNS INC TNS 41.99
WATERSTONE FINANCIAL INC WSBF 40.54
AXCELIS TECHNOLOGIES INC ACLS 40.40

Russell Global Sectors

Top five by weight

Financial Services
Consumer Discretionary
Producer Durables
Technology
Health Care

Performance

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

Russell 2000 Index returns chart



December 3 month    YTD      1 yr      3 yr      5 yr     10 yr 
Russell 2000 3.56 1.85 16.35 16.35 12.25 3.56 9.72
Russell 3000 1.23 0.25 16.42 16.42 11.20 2.04 7.68
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.






Download fact sheet (PDF)
Download membership list (PDF)


Related indexes and products
ETFs based on Russell 2000
Russell 2000 Growth
Russell 2000 Value
Russell 2000 Defensive Index
Russell 2000 Dynamic Index




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