Desktop
H1 88 / 96
H2 43 / 55
H3 28 / 39
Lead 22 / 33
Body 17 /25
Source 11 /18
Mobile
H1 88 / 99
H2 63 / 83
H3 42 / 56
Lead 33 / 50
Body 26 / 35
Source 16 / 17
Colours
See how the indexes are built
Modularity and flexibility of Russell US Indexes
Russell Top 500 Index
®
Russell Top 50
Mega Cap Index
Our transparent methodology offers comprehensive, modular representation of the entire investable US market and its size segments. Consistent breakpoints are applied to determine which companies are members of the large, mid and small cap indexes. Additional segmentation of mega, SMID and micro cap add flexibility.
Companies sorted by market cap
Smallest
Largest
#3,000
#2,000
#1,000
#500
#200
#50
Stock #1
®
Russell 2000
Index
®
Russell Microcap
Index
®
Russell Midcap
Index
Russell 2500
Index
®
Russell Top 200
Index
®
Russell 1000
Index
®
Russell 3000
Index
Russell 3000E
Index
Russell US Indexes
Representative, relevant and reliable
Russell 3000E
Index
The “extended” part of the Russell 3000E Index covers the micro cap segment of the market.
Stocks #1 - #4,000*
*The specific number of qualifying companies can vary year over year depending on how many microcap companies qualify based on eligibility requirements.
The Russell 3000E Index
(“E” = extended) represents the investable US equity universe, from mega cap to micro cap, covering approximately 99% of the US equity market. It includes the Russell 3000 Index plus up to the next 1,000 eligible companies.
®
Russell Midcap
Index
#3,000
#2,000
#1,000
#500
#200
#50
Stock #1
®
Russell 2000
Index
®
Russell Microcap
Index
Russell 2500
Index
®
Russell Top 200
Index
®
Russell 1000
Index
®
Russell 3000
Index
Russell 3000E
Index
Complete investable US equity universe
Russell Top 500 Index
®
Russell Top 50
Mega Cap Index
®
Stocks #1 - #3,000
The largest 3,000 companies in
the Russell 3000E Index also make up the Russell 3000 Index, which is designed to give you a broad view of the market that excludes the smallest portion of micro cap companies. It represents an accessible picture of the total market.
Russell 3000
Index
®
Russell Midcap
Index
#3,000
#2,000
#1,000
#500
#200
#50
Stock #1
®
Russell 2000
Index
®
Russell Microcap
Index
Russell 2500
Index
®
Russell Top 200
Index
®
Russell 1000
Index
®
Russell 3000
Index
Russell 3000E
Index
Largest 3,000 companies
Russell Top 500 Index
®
Russell Top 50
Mega Cap Index
Stocks #1,001 - #3,000
The next 2,000 companies make up the small cap index.
Stocks #1 - #1,000
The largest 1,000 companies make up the large cap index.
®
Russell 2000
Index
®
Russell 1000
Index
®
Russell Midcap
Index
The Russell 3000 Index is segmented into modular components.
#3,000
#2,000
#1,000
#500
#200
#50
Stock #1
®
Russell 2000
Index
®
Russell Microcap
Index
Russell 2500
Index
®
Russell Top 200
Index
®
Russell 1000
Index
®
Russell 3000
Index
Russell 3000E
Index
1,000 + 2,000 = 3,000
Russell Top 500 Index
®
Russell Top 50
Mega Cap Index
®
Russell Midcap
Index
Stocks #201 - #1,000
The next largest 800 companies in the Russell 1000 Index make up the Russell Midcap Index.
Stocks #1 - #200
The largest 200 companies in the Russell 1000 Index make up the Russell Top 200 Index.
®
Russell Top 200
Index
®
Russell Midcap
Index
The Russell 1000 Index is segmented further into large and mid cap modules that can also be combined with the small cap Russell 2000 Index for complete market exposure.
#3,000
#2,000
#1,000
#500
#200
#50
Stock #1
®
Russell 2000
Index
®
Russell Microcap
Index
Russell 2500
Index
®
Russell Top 200
Index
®
Russell 1000
Index
®
Russell 3000
Index
Russell 3000E
Index
More large cap modularity
Russell Top 500 Index
®
Russell Top 50
Mega Cap Index
Russell Top 500
Index
Stocks #1 - #500
Includes the largest 500 companies in the Russell 1000 Index.
Stocks #1 - #50
Includes the largest 50 companies in the Russell 1000 Index.
®
Russell Top 50
Mega Cap Index
Stocks #501 - #3,000
Commonly known as SMID cap, this index includes the smallest 500 companies in the Russell 1000 Index plus the entire Russell 2000 Index.
Russell 2500
Index
®
Russell Midcap
Index
#3,000
#2,000
#1,000
#500
#200
#50
Stock #1
®
Russell 2000
Index
®
Russell Microcap
Index
Russell 2500
Index
®
Russell Top 200
Index
®
Russell 1000
Index
®
Russell 3000
Index
Russell 3000E
Index
Further segmentation provides flexibility
Russell Top 500 Index
®
Russell Top 50
Mega Cap Index
Stocks #1 - #50
Includes the largest 50 companies in the Russell 1000 Index.
®
Russell Top 50
Mega Cap Index
Stocks #2,001 - #4,000
Includes the smallest 1,000 companies in the Russell 2000 Index plus up to the next 1,000 smallest eligible securities by market cap (the remainder of Russell 3000E Index). It was developed in 2005 from research that confirmed a need for a benchmark that truly represents how microcap managers invest.
®
Russell Microcap
Index
®
Russell Midcap
Index
Further segmentation provides flexibility
#3,000
#2,000
#1,000
#500
#200
#50
Stock #1
®
Russell 2000
Index
®
Russell Microcap
Index
Russell 2500
Index
Russell Top 500 Index
®
Russell Top 200
Index
®
Russell 1000
Index
®
Russell 3000
Index
Russell 3000E
Index
®
Russell Top 50
Mega Cap Index
share
The Russell US Indexes are modularly designed as the building blocks of a broad range of financial products, such as index tracking funds, derivatives and ETFs, as well as being performance benchmarks.
Find the index that fits
Representative, relevant and reliable
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About FTSE Russell
FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.
FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management.
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 index innovation and customer partnership applying the highest industry standards and embracing the IOSCO Principles. FTSE Russell is wholly owned by London Stock Exchange Group.
For more information, visit ftserussell.com.
Terms and conditions
© 2018 London Stock Exchange Group plc and its applicable group undertakings (the “LSE Group”). The LSE Group includes (1) FTSE International Limited (“FTSE”), (2) Frank Russell Company (“Russell”), (3) FTSE TMX Global Debt Capital Markets Inc. and FTSE TMX Global Debt Capital Markets Limited (together, “FTSE TMX”), (4) MTSNext Limited (“MTSNext”) (5) Mergent, Inc. (“Mergent”), (6) FTSE Fixed Income LLC (“FTSE FI”) and (7) The Yield Book inc (“YB”). All rights reserved.
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All information is provided for information purposes only. All information and data contained in this publication is obtained by the LSE Group, from sources believed by it to be accurate and reliable. Because of the possibility of human and mechanical error as well as other factors, however, such information and data is provided "as is" without warranty of any kind. No member of the LSE Group nor their respective directors, officers, employees, partners or licensors make any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the accuracy, timeliness, completeness, merchantability of any information or of results to be obtained from the use of the FTSE Russell products or the fitness or suitability of the products for any particular purpose to which they might be put. Any representation of historical data accessible through FTSE Russell is provided for information purposes only and is not a reliable indicator of future performance.
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This publication may contain forward-looking assessments. These are based upon a number of assumptions concerning future conditions that ultimately may prove to be inaccurate. Such forward-looking assessments are subject to risks and uncertainties and may be affected by various factors that may cause actual results to differ materially. No member of the LSE Group nor their licensors assume any duty to and do not undertake to update forward-looking assessments.
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