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April 2026 CRSP Market Indexes Methodology Guide Updates

The April 2026 CRSP Market Indexes Methodology Guide is now available at crsp.org/indexes/crsp-market-indexes-methodology.

Changes to Float Shares Investability Screen

Per the Changes to Float Shares Investability Screen announcement on February 25, 2026, effective April 27th, CRSP will include a float-adjusted market capitalization test as part of the Float Shares Investability Screen for adding or dropping security.

The value for Float-Adjusted Capitalization based on March 2026 ranking is included below:

The April 2026 CRSP Market Indexes Methodology Guide is now available at crsp.org/indexes/crsp-market-indexes-methodology. [...]
Beginning July 1, 2026, governance of the CRSP Market Indexes will transition to the standard Morningstar Indexes Governance framework, replacing the governance authorities and procedures currently outlined in the CRSP [...]
CRSP Market Indexes (CRSPMI) announces the market cap breakpoints and effective ranking dates for its March 2026 quarterly index rebalancing. [...]
As of Monday, February 2, 2026, CRSP offices are now located at: 22 W. Washington St., Chicago, IL US Phone: +1 312-384-3735 Please update our contact information in your systems. [...]
Float Shares Investability Screen will be expanded to include a float-adjusted market capitalization test for adding or dropping a security. Below is the table outlining the existing and the new [...]
Using CRSP Market Indexes Methodology, CRSP Count™ tracks changes in the number of securities by market cap segments - Mega, Mid, Small and Micro - through time. [...]
Notable items with this release include:
- December returns were fairly flat for Cap and Style Indexes
- Value outperformed Growth across the board in Q4, however, [...]
The 2026 CRSP Market Indexes Methodology Guide is now available. [...]
CRSP Market Indexes (CRSPMI) announces the market cap breakpoints and effective ranking dates for its December 2025 quarterly index rebalancing. [...]
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