Stocks entering the S&P MidCap 400
Every addition to the index behind MDY, IJH over the last two years: when it took effect, who it replaced, and how the stock traded 1 week, 1 month, 3 months, 6 months and 1 year after the effective close.
The register
0 of 0 entries. Tick entries to compare them.
| No. | Compare | Date announced | Replaces | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| No entries match these filters. | ||||||||||
Losses are entered in red. A blank cell means that window hasn't elapsed yet.
How S&P MidCap 400 additions work
S&P reviews the MidCap 400 quarterly with changes usually effective after the third Friday's close. Promotions and demotions between S&P size indexes can also be announced between reviews; announcement windows are estimates until confirmed. A change is announced first and only takes effect after the close on the effective date. Between those two dates, every fund tracking the index (MDY, IJH) has to buy the incoming stock, which is why the window matters to traders.
What happens to a stock after it joins S&P MidCap 400
Inclusion is often described as a guaranteed pop. The tracked history is more mixed: . Returns are measured from the effective close and can also be viewed against the index itself, so a rising market doesn't get counted as an inclusion effect.
When are S&P MidCap 400 changes announced?
Quarterly rebalance (Mar / Jun / Sep / Dec) + ad hoc changes. Scheduled review, announcement and effective dates for the next twelve months are listed on the index review calendar. Ad hoc changes — a takeover, a bankruptcy, a fast-track promotion — are announced outside that schedule, usually with a few days' notice.