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Periodic Index Reviews

MVIS Indices are reviewed periodically. Monthly, quarterly, semi-annual or annual reviews are performed depending on the index type.

  • Index Data: Component data is screened
  • Announcement: Index review results are published
  • Implementation: Indices are rebalanced
  • Effective: Indices trade in new composition

Please note that all changes to the indices will be effective the following trading day after implementation.

Semi-Annual Reviews

The following indices are reviewed semi-annually in March and September, quarterly adjustment of component weights.

  • MVIS Brazil Small-Cap Index
  • MVIS India Small-Cap Index 
  • MVIS Russia Small-Cap Index 
  • MVIS US Listed Biotech 25
  • MVIS US Listed Oil Services 25
  • MVIS US Listed Pharmaceuticals 25
  • MVIS US Listed Retail 25
  • MVIS US Listed Semiconductor 25

The latest Index Review files can be downloaded here.

The table below presents the reviews dates for 2018. All changes will be effective the next trading day after implementation.
The Review Results are published in MS Excel Format at 23:00 CET on announcement date.

ReviewIndex DataAnnouncementImplementation
Q1/201828 Feb 201809 Mar 201816 Mar 2018
Q3/201831 Aug 201814 Sep 201821 Sep 2018
Q1/201928 Feb 201908 Mar 201915 Mar 2019
Q3/201931 Aug 201913 Sep 201920 Sep 2019
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