Fact Check: frequency from once a year to twice a year. Currently, the index is rebalanced annually in June. This

**Conclusion (TL;DR):** The statement is *unsubstantiated*. FTSE Russell currently reconstitutes the Russell U.S. Index family once a year in late June, and there is no credible, publicly announced plan to move to a twice-yearly (semi-annual) schedule beginning November 2026. --- ### What we know today 1. **Current practice** • The Russell 1000, 2000 and 3000 are rebalanced during the widely-followed “Russell Reconstitution” each June. • Recent FTSE Russell materials (including June 2025 press releases for the annual reconstitution) reaffirm this cadence. 2. **Future changes?** • Comprehensive news and industry‐source searches show **no announcement** from FTSE Russell, the London Stock Exchange Group, or major financial outlets indicating a switch to semi-annual rebalancing. • A change of this magnitude would require advance consultation with index users and a formal methodology update, which has not occurred as of 16 Sep 2025. 3. **Practical implications if it were true (hypothetical)** • More frequent reshuffles could reduce “index jump” distortions and tracking-error for passive funds. • But it would raise turnover costs for index-tracking ETFs and pension portfolios. --- ### Fact-Check Verdict | Claim | Reality | Verdict | |-------|---------|---------| | Russell U.S. Indexes will move from annual (June) to twice-yearly rebalancing starting Nov 2026 | No official source, press release, or methodology change confirms this; all current documents maintain annual June schedule | ❌ False / Not verified | --- 🤔 **Quick follow-up**: Since we’re talking index methodologies, what’s one aspect of your own investing approach you’d like to rebalance more often—your research routine, your watch-list, or maybe your coffee breaks? ☕️😉