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Exchange-traded funds (ETFs)

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Barclays Global Investors
Rydex Investments
State Street Global Advisors
ProShares


A variety of exchange-traded products are based on Russell's premier U.S. equity index family.

These products are not distributed by Russell. You may find more information and purchasing capability via the various exchanges which sell them.

Exchange-traded funds
Exchange-traded funds (ETFs) are index-based products that allow investors to buy or sell shares of entire portfolios of stock in a single security. Moreover, an ETF is a type of investment vehicle whose objective is to achieve the same return as a particular market, and is similar to an index fund in that it will primarily invest in the securities of companies that are included in a selected market index.

Russell's innovative methodology has helped its indexes become the benchmarks most used by institutional investors. Russell indexes are comprehensive — representing over 98% of the investable universe worldwide. They are completely objective and represent industries and sectors with a wide variety of securities, rather than samples found in other indexes. And Russell Indexes are reconstituted annually to ensure constant coverage of the market. Find out how to invest in ETFs based on Russell Indexes in the lists below.

Barclays Global Investors
iShares are the exchange-traded funds managed by Barclays Global Fund Advisors, a subsidiary of Barclays Global Fund Investors, N.A. For more information, visit www.ishares.com or call 800-ISHARES.

Index name   ETF name   Symbol
Russell 1000®   iShares Russell 1000®   IWB
Russell 1000®   iShares KLD Select Social™   KLD
Russell 1000® Growth   iShares Russell 1000® Growth   IWF
Russell 1000® Value   iShares Russell 1000® Value   IWD
Russell 2000®   iShares Russell 2000®   IWM
Russell 2000® Growth   iShares Russell 2000® Growth   IWO
Russell 2000® Value   iShares Russell 2000® Value   IWN
Russell 3000®   iShares Russell 3000®   IWV
Russell 3000® Growth   iShares Russell 3000® Growth   IWZ
Russell 3000® Value   iShares Russell 3000® Value   IWW
Russell Midcap® Value   iShares Russell Midcap®   IWR
Russell Midcap® Growth   iShares Russell Midcap® Growth   IWP
Russell Midcap® Value   iShares Russell Midcap® Value   IWS
Russell Microcap®   iShares Russell Microcap®   IWC

Rydex Investments
Rydex Investments offers RydexShares with more than 60 flexible products for a variety of market conditions, including exchange-traded funds based on the Russell Indexes. For more information visit www.rydexfunds.com.

Index name   ETF name   Symbol
Russell Top 50™   Rydex Russell Top 50™   XLG
Russell 2000®   Rydex 2x Russell 2000®   RRY
Russell 2000®   Rydex Inverse 2x Russell 2000®   RRZ

State Street Global Advisors
State Street Global Advisors, the investment management arm of State Street Corporation, offers several ETFs called SPDRs™. For more information, visit www.statestreetspdrs.com/precise/.

Index name   ETF name   Symbol
Russell/Nomura Prime™   SPDR Russell/Nomura Prima   JPP
Russell/Nomura Small Cap™   SPDR Russell/Nomura Small Cap   JSC

ProShares
ProShares provides 15 ETFs that are designed to use leverage to magnify the performance (either up or down) of a Russell Index. For more information, visit www.proshares.com.

Index name   ETF name   Symbol
Russell 2000®   Short Russell 2000   RWM
Russell 2000®   UltraShort Russell 2000   TWM
Russell 2000®   Ultra Russell 2000   UWM
Russell 2000® Growth   UltraShort Russell 2000 Growth   SKK
Russell 2000® Growth   Ultra Russell 2000 Growth   UKK
Russell 2000® Value   UltraShort Russell 2000 Value   SJH
Russell 2000® Value   Ultra Russell 2000 Value   UVT
Russell 1000® Value   UltraShort Russell 1000 Value   SJF
Russell 1000® Value   Ultra Russell 1000 Value   UVG
Russell 1000® Growth   UltraShort Russell 1000 Growth   SFK
Russell 1000® Growth   Ultra Russell 1000 Growth   UKF
Russell Midcap® Value   UltraShort Russell MidCap Value   SJL
Russell Midcap® Value   Ultra Russell MidCap Value   UVU
Russell Midcap® Growth   UltraShort Russell MidCap Growth   SDK
Russell Midcap® Growth   Ultra Russell MidCap Growth   UKW

If you would like more information on ETFs and how they fit into your investment portfolio, please contact Russell Investment Services for a list of investment advisors or other financial professionals. ETFs are also available through major brokerage firms, such as Fidelity.

In addition to Fidelity, you may contact your own broker for information on the purchase of ETFs.

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ETFs, like any investment, have risks. You should carefully consider these risks before investing. This information does not constitute or should be construed as investment advice. You should consult your own financial advisor with respect to your own situation or that of any entity which you represent or advise.

Russell Investments is the owner of the trademarks, service marks and copyrights related to its indexes.

RC 4851
 

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