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

Linkedin-in

Request Subscription Information

News & Updates - CRSPMI

View all News & Updates >>

CRSP Market Indexes Breakpoints for Q1 2026

CRSP Market Indexes (CRSPMI) announces the market cap breakpoints and effective ranking dates for its March 2026 quarterly index rebalancing. [...]

CRSP Has Moved to Morningstar Headquarters Office

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. [...]

CRSP Market Indexes Notification – Changes to Float Shares Investability Screen

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 [...]

CRSP Count™ Quarterly Update – December 2025

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. [...]

Morningstar Completes Acquisition of CRSP and Extends Relationship with Vanguard

The CRSP integration unites two trusted sources of market insight, reinforcing a shared commitment to transparency, quality, and investor-focused solutions and solidifying Morningstar’s position as a top-tier global index provider. [...]

CRSP Market Indexes US Market Update – Q4 2025

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, [...]

2026 CRSP Market Indexes Methodology Guide

The 2026 CRSP Market Indexes Methodology Guide is now available. [...]

CRSP Market Indexes Breakpoints for Q4 2025

CRSP Market Indexes (CRSPMI) announces the market cap breakpoints and effective ranking dates for its December 2025 quarterly index rebalancing. [...]

What’s New in CRSP’s September Ranking?

We’ve updated our methodology to exclude Passive Foreign Investment Companies (PFICs) from our CRSP Market Indexes—helping mitigate tax implications and improve investor outcomes. [...]
Scroll to top