With nearly all of their revenue coming from the United States, the companies in the Russell 2000 (.TOY) should be the most obvious beneficiaries of a growing U.S. economy. Companies in the Russell 2000 look expensive compared with their history, said Steven DeSanctis, an analyst at Bank of America Merrill Lynch (BAC.N), in a Feb. 3 note to clients. The Russell 2000 is up 11.9 percent over the last 12 months, compared with a 16.7 percent gain in the large-cap Standard & Poor’s 500 index (.SPX) over that time.