Russell 3000 Value Index

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The Russell 3000 Value Index is a U.S. stock market index that tracks the performance of the value-oriented subset of the broad Russell 3000 Index, focusing on companies considered undervalued based on fundamental metrics.

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Statements (41)

Predicate Object
instanceOf stock market index
value index
assetClass equities
benchmarkFor U.S. value equity managers
calculatedBy FTSE Russell NERFINISHED
category broad-market style index
complements Russell 3000 Growth Index NERFINISHED
country United States of America
surface form: United States
coverage approximately 98% of U.S. investable equity market via parent index
currency US dollar
dataSource publicly traded U.S. stocks
distinguishingFeature focus on undervalued companies based on fundamentals
subset of Russell 3000 Index based on value characteristics
excludes growth-oriented segment of Russell 3000 Index
focus value stocks
value-oriented companies
includes value-oriented U.S. companies
launchRegion United States NERFINISHED
maintainedBy FTSE Russell NERFINISHED
marketCoverage U.S. equity market
parentIndex Russell 3000 Index NERFINISHED
partOfFamily Russell Index family NERFINISHED
Russell US Style Indexes NERFINISHED
provider FTSE Russell NERFINISHED
reconstitutionFrequency annual
region North America
segmentOf U.S. large-cap stocks
U.S. mid-cap stocks
U.S. small-cap stocks
selectionCriteria fundamental valuation metrics
low price-to-book ratios
low price-to-earnings ratios
other value characteristics
styleBoxPosition broad-market value
styleSegment value
universe Russell 3000 Index constituents
useCase basis for ETFs
basis for index funds
investment strategy benchmark
performance benchmark
weightingMethod market capitalization weighted

Referenced by (1)

Full triples — surface form annotated when it differs from this entity's canonical label.

Russell 3000 Index hasStyleIndex Russell 3000 Value Index