|
|
|
|
 |
|
Russell Microcap® Value Index
Fact sheet
Definitions
The Russell Microcap Value Index measures the performance of the microcap value segment of the U.S. Equity market. It includes those Russell Microcap Index companies with lower price-to-book ratios and lower forecasted growth values.
The Russell Microcap Value Index is constructed to provide a comprehensive and unbiased barometer of the microcap value market. The Index is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true microcap value market.
View PDF version
Monthly data
As of July 31, 2008
Statistics
| Capitalization (in billions) |
|
|
|
|
|
|
|
|
|
|
| Average market cap($-WTD) |
|
|
|
|
|
|
|
|
|
0.297 |
| Median market cap |
|
|
|
|
|
|
|
|
|
0.150 |
| Largest company by market cap |
|
|
|
|
|
|
|
|
|
0.778 |
| Smallest company by market cap |
|
|
|
|
|
|
|
|
|
0.016 |
| Fundamental characteristics |
|
|
|
|
|
|
|
|
|
|
| Price/Book |
|
|
|
|
|
|
|
|
|
1.14 |
| Dividend yield |
|
|
|
|
|
|
|
|
|
2.21 |
| P/E Ex-Neg earnings |
|
|
|
|
|
|
|
|
|
15.01 |
| Lt growth forecast-IBES |
|
|
|
|
|
|
|
|
|
12.13% |
| EPS growth 5 years |
|
|
|
|
|
|
|
|
|
6.31 |
Total Returns in percentages
| |
|
July |
|
3 month |
|
YTD |
|
1 yr |
|
3 yr |
|
5 yr |
|
10 yr |
| Russell Microcap Value |
|
5.67 |
|
-3.42 |
|
-9.68 |
|
-17.25 |
|
-1.81 |
|
8.15 |
|
-- |
| Russell 3000 |
|
-0.80 |
|
-7.12 |
|
-11.76 |
|
-10.32 |
|
3.06 |
|
7.71 |
|
3.62 |
For daily total return details for all Russell indexes, view this page.
Membership data
| Top 10 holdings |
| American States Water Co. |
| Invacare Corp. |
| Investors Real Estate Trust |
| MSC.Software Corp. |
| ATC Technology Corp. |
| Comfort Systems USA, Inc. |
| Northwest Pipe Co. |
| Iowa Telecommunications Services, Inc. |
| Fred's, Inc. |
| Nash Finch Co. |
| |
| Top 10 performers |
|
Ticker |
|
Return |
| U S Airways Group Inc |
|
LCC |
|
102.40 |
| Bluegreen Corp |
|
BXG |
|
90.91 |
| Farmers Capital Bk Corp |
|
FFKT |
|
71.34 |
| Tower Financial Corp |
|
TOFC |
|
69.05 |
| Bankunited Financial |
|
BKUNA |
|
66.67 |
| Vestin Rlty Mtg II Inc |
|
VRTB |
|
64.78 |
| Saia Inc |
|
SAIA |
|
60.26 |
| Stratus Properties Inc |
|
STRS |
|
55.26 |
| Aventine Renewable |
|
AVR |
|
54.55 |
| South Financial Group |
|
TSFG |
|
54.27 |
|
Sectors — Largest five by weight
| Russell method |
Financial Services
Consumer Discretionary
Technology
Materials & Processing
Producer Durables |
| GICS method |
Financials
Information Technology
Consumer Discretionary
Industrials
Health Care |
| ICB method |
| Financials |
| Industrials |
| Technology |
| Consumer Services |
| Consumer Goods |
Copyright © Russell Investments 2008. 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. Russell Investments reserves the right at any
time and without notice to change, amend, or cease publication of the information. It has been prepared solely for informative purposes. It is made available on an "as is" basis without warranty. Nothing in this publication is intended to constitute legal, tax, securities or investment advice, not an opinion regarding the appropriateness of any investment, nor a solicitation of any type.
The index is unmanaged and cannot be invested in directly.
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.
Returns represent past performance and are not a guarantee of future performance.
|
|
|
|
WWW.RUSSELL.COM
INDIVIDUAL INVESTORS
INSTITUTIONAL INVESTORS
FINANCIAL PROFESSIONALS
SITE MAP
© Russell Investments 1995-2008. All rights reserved.
Legal information.
Privacy statement.
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.
Indexes are unmanaged and cannot by invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.
|
