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CRSPMI Transitional Reconstitution

March 18, 2026 - March 24, 2026

Begins after end of day Wednesday, March 18 and concludes after end of day Tuesday, March 24.

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. [...]
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. [...]
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, [...]