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.

  • BlueStar Global E-Brokers and Digital Capital Markets
  • MVIS Brazil Small-Cap
  • MVIS North America Energy Infrastructure
  • MVIS Russia Small-Cap
  • 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 25/10% Capped

Most BlueStar indices are reviewed semi-annually in June and December. Please check the respective index guide for details.

The latest Index Review files can be downloaded here.

The table below presents the reviews dates for 2021. 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.

Review Show
Q1,Q3/2021 +
Q2,Q4/2021 +
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