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Russell 1000 Value Index [TR]


Index Methodology

The Russell 1000 Value Index measures the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 companies with lower price-to-book ratios and lower expected growth values.

The Russell 1000 Value Index is constructed to provide a comprehensive and unbiased barometer for the large-cap value segment. The Index is completely reconstituted annually to ensure new and growing equities are included and that the represented companies continue to reflect value characteristics.

Profile

Bloomberg Ticker: RLV
Index Construction: Market Capitalization Weighted
Index Inception Date: 9/30/2002
Market Cap: 74.988 billion (as of 2/28/2011)
Number of Constituents: 670 (As Of 8/11/2011)
Managed By: Russell Investments

Total Return Performance

Timeframe Start Date End Date Cumulative Return Annualized Return
1 Year 8/31/2010 8/31/2011 14.37 % 14.37 %
3 Year 8/29/2008 8/31/2011 -4.29 % -1.45 %
5 Year 8/31/2006 8/31/2011 -7.82 % -1.62 %
9 Year 8/30/2002 8/31/2011 61.03 % 5.44 %
Returns above reflect total return performance. A total return value is the price level value plus dividends reinvested.


Growth of $10,000

10/01/01 - 9/12/11

Risk\Return Chart

10/01/01 - 9/12/11


Constituent Summary Information


Constituents information is only available to registered users.

Total Return Performance

Timeframe Start Date End Date Cumulative Return Annualized Return
1 Year 8/31/2010 8/31/2011 14.37 % 14.37 %
3 Year 8/29/2008 8/31/2011 -4.29 % -1.45 %
5 Year 8/31/2006 8/31/2011 -7.82 % -1.62 %
9 Year 8/30/2002 8/31/2011 61.03 % 5.44 %
Returns above reflect total return performance. A total return value is the price level value plus dividends reinvested.

Growth of $10,000

10/01/01 - 9/12/11

Risk\Return Chart

10/01/01 - 9/12/11

Constituent Information


Constituents information is only available to registered users.

Related Products

Fund Name Fund Type Exchange Ticker Fund Inception Date Expense Ratio Sponsor
Russell 1000 Value Index Fund Exchange Traded Fund (ETF) NYSEArca IWD 5/22/2000 0.20 % iShares
Ultra Russell1000 Value Exchange Traded Fund (ETF) NYSEArca UVG 2/20/2007 0.95 % ProShares
UltraShort Russell1000 Value Exchange Traded Fund (ETF) NYSEArca SJF 2/20/2007 0.95 % ProShares
Russell 1000 Value Index Exchange Traded Fund (ETF) NASDAQ VONV 9/30/2003 0.15 % Vanguard


Indices are unmanaged portfolios of securities and their performance, as a group, is typically used to measure investment results. Indices do not include expenses, fees and sales charges that an investor would incur with typical investment vehicles such as an open-end mutual fund or exchange-traded fund. Therefore, index returns would have a higher return than what an investor would actually experience. It is not possible to invest directly in an index.

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