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 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 2019. 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
Q1/202029 Feb 202013 Mar 202020 Mar 2020
Q3/202031 Aug 202011 Sep 202018 Sep 2020
Q1/202126 Feb 202112 Mar 202119 Mar 2021
Q3/202131 Aug 202110 Sep 202117 Sep 2021
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