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Tag Archives: S&P U.S. Style Indices

Jan 15, 2026

Inside the Annual Style Indices Rebalance: Methodology, Process and Outcomes

The S&P U.S. Style Indices completed their annual rebalance in December 2025. Exhibit 1 shows that the 2025 changes were less pronounced than prior years: turnover for the S&P 500® Growth and S&P 500 Value was lower than the past three annual rebalances. Nonetheless, there were several shifts in index composition. The most significant movement was…

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