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

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Comment on CRSP CIZ Monthly Return

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“While this methodology change indeed leads to different computed monthly returns in some cases, I find that the vast majority of the monthly returns in the CIZ format matches up with the SIZ version. And for the ones that are impacted due to the methodology change, the CIZ approach appears to handle distribution and trading gaps in a more reasonable fashion.”

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News & Updates

Vanguard to Update Names of U.S. Equity Index Funds Tracking Morningstar Indexes

VALLEY FORGE, PA (April 29, 2026)—Following Morningstar’s rebranding of the CRSP Market Indexes to Morningstar Indexes, Vanguard today announced upcoming changes to the names of multiple Vanguard U.S. equity index [...]

Morningstar Reaches New Milestone in the CRSP Acquisition, Rebranding CRSP Market Indexes to Morningstar Indexes

The rebrand of the CRSP indexes, with over $3 trillion in AUM benchmarked, solidifies Morningstar’s position as one of the top tier index providers and is an important new milestone [...]

CRSP Market Indexes Notification – Index Name Change Notice

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 [...]

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. [...]

CRSP Market Indexes Notification – Changes to Index Governance

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 Notification – CRSP ISS ESG Indexes Termination

As of July 1, 2026, CRSP will terminate the calculation and publication of the CRSP ISS ESG Indexes. [...]

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 [...]
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