SOURCE: Russell Investments

Russell Investments

June 09, 2015 14:16 ET

Small Caps in Focus: U.S. Small Cap Performance Continues to Draw Attention as Russell Readies Annual Index Reconstitution

SEATTLE, WA--(Marketwired - Jun 9, 2015) - U.S. small cap stocks, as reflected by the Russell 2000® Index, outperformed U.S. large cap stocks, as reflected by the Russell 1000® Index, for the first quarter and year-to-date as of June 5. However, large caps have led since the completion of the last Russell Indexes reconstitution at U.S. market close on Friday, June 27, 2014.

Investors will be focused on the Russell Indexes in the coming weeks, as Russell prepares for its annual indexes reconstitution. At reconstitution, the entire Russell family of global indexes, including the Russell 1000® Index and Russell 2000® Index, are rebalanced to ensure that the indexes continue to accurately reflect the market. As part of the reconstitution process, which will conclude at U.S. market close on Friday, June 26th, composition, ranges and breakpoints between U.S. large and small-cap stocks will be adjusted to reflect the current market environment.

For more information on the Russell Indexes and Russell Indexes annual reconstitution, go to the FTSE Russell website.

Russell Index   2015 YTD as of June 5th   1st Quarter 2015   6/30/2014-6/5/2015 (Since Completion of 2014 Russell Reconstitution)
Russell 2000® Index   5.2%   4.3%   7.3%
Russell 1000® Index   3.1%   1.6%   8.9%

Source: FTSE Russell Indexes. Total returns, US dollar denominated. Past performance is not indicative of future results.

About FTSE Russell:

FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 80 countries, covering 98% of the investable market globally and trading on over 25 exchanges worldwide.

FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Leading asset owners, asset managers, ETF providers and investment banks use FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives.

A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance. FTSE Russell is also focused on index innovation and client collaboration as it seeks to enhance the breadth, depth and reach of its offering.

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Please note: Indexes are unmanaged and cannot be invested in directly. Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.

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Past performance is no guarantee of future results.