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Russell 2000 Index

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Russell 2000
Index between 1978–2012
Foundation1984 (1984)
OperatorRussell Investments
ExchangesNew York Stock Exchange
NASDAQ
OTC Markets Group
Constituents2000
TypeSmall-cap
Weighting methodFree-float capitalization-weighted
Related indicesRussell 3000
Websitewww.ftse.com/products/indices/russell-us

The Russell 2000 Index is a small-cap stock market index of the bottom 2,000 stocks in the Russell 3000 Index.

The Russell 2000 is by far the most common benchmark for mutual funds that identify themselves as "small-cap", while the S&P 500 index is used primarily for large capitalization stocks. It is the most widely quoted measure of the overall performance of the small-cap to mid-cap company shares. The index represents approximately 8% of the total market capitalization of the Russell 3000 Index. The average market capitalization for a company in the index is[when?] around $1.26 billion. The median market cap is[when?] around $528 million. The market cap of the largest company in the index is around $5.0 billion. Its first trades above the 1,000 level occurred May 21-22, 2013.

Similar small-cap indices include the S&P 600 from Standard & Poor's, which is less commonly used, along with those from other financial information providers.

The ticker symbol on most systems is ^RUT.

Annual returns

1998 −3.45%
1999 +19.62%
2000 −4.20%
2001 +1.03%
2002 −21.58%
2003 +45.37%
2004 +17.00%
2005 +3.32%
2006 +17.00%
2007 −2.75%
2008 −34.80%
2009 +25.22%
2010 +25.31%
2011 −5.45%
2012 +14.63%
2013 +37.00%
2014 +3.53%
2015 -5.25%

Top 10 holdings

As of 30 September 2014[1]

Top sectors by weight

Top sectors by weight as of May 31, 2013[2]

  • Financial Services
  • Consumer Discretionary
  • Producer Durables
  • Technology
  • Health Care

Components

! Company ! Ticker ! Starfall Member ! Pointcoin Member |3M |NYSE: MMM | | |- |Lancome |Purple 10: LNCMO|NASDAQ: LNCMO|NSE: LMO | | $190 |- |AT&T |Purple 10: PTS|NYSE: T | | |- |Viacom |NASDAQ:VIA,VIAB |$190 |$164 |- |Microsoft |NEXTS: MSFKT|NEXK: MSFT|NASDAQ:MSFT | | |- |McDonald's |NEXTS: MKOD|Purple 10: MCDO|NYSE:MCD |$197 | |-

Investing

Many fund companies offer mutual funds and exchange-traded funds (ETFs) that attempt to replicate the performance of the Russell 2000. Their results will be affected by stock selection, trading expenses, and market impact of reacting to changes in the constituent companies of the index. Note that it is not possible to invest directly in an index.

See also

References

  1. ^ "Russell 2000® Index". Russell Investments. Russell Indexes. Retrieved 23 October 2014.
  2. ^ http://www.russell.com/Indexes/data/fact_sheets/us/Russell_2000_Index.asp