NOTICE: As of 2/2/2026, Morningstar has completed the acquisition of the Center for Research in Security Prices (CRSP). Learn more >>

Big IPO Energy: Making Room for Mega IPOs

From Eligibility to Inclusion: Bringing Clarity to the Mega IPO Debate

The debate around mega IPO entry into broad market index families has highlighted how easily key distinctions between index providers and their methodologies can get lost. Given the scale of investor interest and the assets tracking the CRSP Market Indexes, which will be rebranded the Morningstar Market Indexes next month, it’s important to emphasize some key principles guiding our recent rule enhancement that will allow mega IPOs with low float percentage to be included in our indexes.

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Morningstar Indexes is changing the names of the CRSP Market Indexes. These changes will align the individual index names with the standard Morningstar naming convention. Morningstar will implement the name [...]
Morningstar Indexes is changing the names of the CRSP Market Indexes. These changes will align the individual index names with the standard Morningstar naming convention. Morningstar will implement the name [...]
Following a consultation on exchange eligibility, CRSP Market Indexes will be adding the Texas Stock Exchange (TXSE) as an approved US listing venue across all indexes. TXSE will be eligible [...]
The July 2026 CRSP Market Indexes Methodology Guide is now available at crsp.org/indexes/crsp-market-indexes-methodology. [...]
As of June 30, 2026, all CRSP Research Data Products content previously available on crsp.org has been migrated to the new Data section on the Morningstar website. This transition reflects [...]
Morningstar Indexes is changing the names of the CRSP Market Indexes. These changes will align the individual index names with the standard Morningstar naming convention. Morningstar will implement the name [...]
From Eligibility to Inclusion: Bringing Clarity to the Mega IPO Debate The debate around mega IPO entry into broad market index families has highlighted how easily key distinctions between index [...]
Morningstar, a leading provider of independent investment insights, along with CME Group, the world's leading derivatives marketplace, today announced that they have entered into a multi-year licensing agreement for CME [...]
Per the Changes to Float Shares Investability Screen announcement on February 25, 2026, CRSP now includes a float-adjusted market capitalization test as part of the Float Shares Investability Screen for [...]
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