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News & Updates - CRSPMI

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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. [...]

What does it really mean to be passive in today’s U.S. equity market?

As U.S. equity markets evolve, so should the way they’re measured. In an article published by ETF.com, CRSP explores why traditional, fixed-constituent benchmarks may no longer capture the full dynamics [...]

CRSP Count™ Quarterly Update – September 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. [...]
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