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Portfolio Characteristics

Large-Cap Russell
Value Index
All-Cap Russell
Value Index
Mid- Cap Russell
Value Index
Market Capitalization              
  Weighted Average $118.2B $121.2B $117.3B $112.3B $20.4B $14.0B  
  Median $72.8B $9.5B $72.1B $1.5B $20.6B $7.4B  
Price/Earnings Ratio 18.7x 20.3x 18.8x 20.9x 16.7x 20.6x  
Price/Book Value Ratio 2.5x 2.3x 2.4x 1.8x 1.6x 2.2x  
Current Yield 2.4% 2.5% 2.5% 2.5% 1.4% 2.3%  
Debt/Equity Ratio 58.9% 71.1% 61.4% 63.4% 65.4% 71.5%  
Debt/Capital Ratio 39.0% 41.4% 39.4% 37.9% 39.5% 41.6%  
Return on Assets 3.3% 3.5% 3.1% 1.6% 3.3% 3.4%  
Return on Equity 13.0% 10.8% 12.4% 7.3% 12.9% 10.5%  

As of March 31, 2018, all statistics are median values except weighted average market capitalization and current yield. P/E Ratio is for Trailing Twelve Months. Portfolio characteristics are for representative Large-, All- and Mid-Cap accounts. This information is presented as supplemental to a full disclosure presentation which can be found in the Performance section of this website.

S&P 500® Index and Russell Index information are from S&P Capital IQ. Frank Russell Company is the source and owner of the Russell Index data contained or reflected in this material and all trademarks and copyrights related thereto. This is a presentation of EIC. The presentation may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. Frank Russell Company is not responsible for the formatting or configuration of this material or for any inaccuracy in EIC’s presentation thereof.