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.

FTSE Russell is wholly owned by London Stock Exchange Group. For more information, visit www.ftserussell.com

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.

© 2015 London Stock Exchange Group companies.

London Stock Exchange Group companies includes FTSE International Limited ("FTSE"), Frank Russell Company ("Russell"), MTS Next Limited ("MTS"), and FTSE TMX Global Debt Capital Markets Inc ("FTSE TMX"). All rights reserved.

"FTSE®", "Russell®", "MTS®", "FTSE TMX®" and "FTSE Russell" and other service marks and trademarks related to the FTSE or Russell indexes are trademarks of the London Stock Exchange Group companies and are used by FTSE, MTS, FTSE TMX and Russell under licence.

All information is provided for information purposes only. Every effort is made to ensure that all information given in this publication is accurate, but no responsibility or liability can be accepted by the London Stock Exchange Group companies nor its licensors for any errors or for any loss from use of this publication.

Neither the London Stock Exchange Group companies nor any of their licensors make any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the results to be obtained from the use of the FTSE Russell Indexes or the fitness or suitability of the Indexes for any particular purpose to which they might be put.

The London Stock Exchange Group companies do not provide investment advice and nothing in this communication should be taken as constituting financial or investment advice. The London Stock Exchange Group companies make no representation regarding the advisability of investing in any asset. A decision to invest in any such asset should not be made in reliance on any information herein. Indexes cannot be invested in directly. Inclusion of an asset in an index is not a recommendation to buy, sell or hold that asset. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

No part of this information may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission of the London Stock Exchange Group companies. Distribution of the London Stock Exchange Group companies' index values and the use of their indexes to create financial products require a licence with FTSE, FTSE TMX, MTS and/or Russell and/or its licensors.

Past performance is no guarantee of future results.

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