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

CRSP Market Indexes – Micro Cap Securities to be Removed from Sector Indexes

Beginning with the December 2025 ranking, the CRSP US Core Cap Index will replace the CRSP US Total Market Index as the parent index for all CRSP US Sector Indexes. The effect of this change will be the removal of CRSP US Micro Cap Index securities from the sector indexes. Additionally, the RIC 25/50 compliance optimization parameters will change for the sector indexes. The Large Company Threshold will be reduced from 4.9% to 4.5% in all Ranking Tests and Ranking Optimizations and will be reduced from 4.95% to 4.75% in Compliance Optimizations. After this change, all CRSP US Market Indexes, including Market Cap, Style, and Sector indexes, will use the same buffers for IRS 25/50 compliance optimization.

News & Updates

CME Group and Morningstar Announce Exclusive Index Derivatives Licensing Agreement

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 [...]

CRSP Market Indexes Notification – Float-Adjusted Capitalization Values for June 2026 Ranking

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 [...]

CRSP Market Indexes Breakpoints for Q2 2026

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

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. [...]
Scroll to top