September 22, 2020

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Etsy, Teradyne and Catalent Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600

NEW YORK, Sept. 4, 2020 /PRNewswire/ — S&P Dow Jones Indices will make the following index adjustments to the S&P 500, S&P MidCap 400 and S&P SmallCap 600 to ensure each index more appropriately represents its market capitalization range. The changes will be effective prior to the open of trading on Monday, September 21, 2020 to coincide with the September quarterly rebalance:

S&P MidCap 400 constituents Etsy Inc. (NASD:ETSY), Teradyne Inc. (NASD:TER), and Catalent Inc. (NYSE:CTLT) will move to the S&P 500, replacing H&R Block Inc. (NYSE:HRB) Coty Inc. (NYSE:COTY) and Kohl’s Corp. (NYSE:KSS), all of which will move to the S&P MidCap 400.

S&P SmallCap 600 constituents Wingstop Inc. (NASD:WING), Medpace Holdings Inc. (NASD:MEDP), and Fox Factory Holding Corp. (NASD:FOXF) will move to the S&P MidCap 400, replacing PBF Energy Inc. (NYSE:PBF), Allegheny Technologies Inc. (NYSE:ATI) and Mack-Cali Realty Corp. (NYSE:CLI), all of which will move to the S&P SmallCap 600.

Jazz Pharmaceuticals plc (NASD:JAZZ) will replace Transocean Ltd (NYSE:RIG) in the S&P MidCap 400. Transocean is no longer representative of the mid-cap market space.

Mr. Cooper Group Inc. (NASD:COOP) and R1 RCM Inc. (NASD:RCM) will replace Express Inc. (NYSE:EXPR) and Pennsylvania Real Estate (NYSE:PEI) respectively in the S&P SmallCap 600.  Express and Pennsylvania Real Estate are no longer representative of the small-cap market space.

Following is a summary of the changes that will take place prior to the open of trading on the effective date:

Effective DateIndex Name      ActionCompany NameTickerGICS Sector
Sept. 21, 2020S&P 500AdditionEtsyETSYConsumer Discretionary
Sept. 21, 2020S&P 500AdditionTeradyneTERInformation Technology
Sept. 21, 2020S&P 500AdditionCatalentCTLTHealth Care
Sept. 21, 2020S&P 500DeletionH&R BlockHRBConsumer Discretionary
Sept. 21, 2020S&P 500DeletionCotyCOTYConsumer Staples
Sept. 21, 2020S&P 500DeletionKohl’sKSSConsumer Discretionary
Sept. 21, 2020S&P MidCap 400AdditionH&R BlockHRBConsumer Discretionary
Sept. 21, 2020S&P MidCap 400AdditionCotyCOTYConsumer Staples
Sept. 21, 2020S&P MidCap 400AdditionKohl’sKSSConsumer Discretionary
Sept. 21, 2020S&P MidCap 400AdditionJazz PharmaceuticalsJAZZHealth Care
Sept. 21, 2020S&P MidCap 400AdditionWingstopWINGConsumer Discretionary
Sept. 21, 2020S&P MidCap 400AdditionMedpace HoldingsMEDPHealth Care
Sept. 21, 2020S&P MidCap 400AdditionFox Factory HoldingFOXFConsumer Discretionary
Sept. 21, 2020S&P MidCap 400DeletionEtsyETSYConsumer Discretionary
Sept. 21, 2020S&P MidCap 400DeletionTeradyneTERInformation Technology
Sept. 21, 2020S&P MidCap 400DeletionCatalentCTLTHealth Care
Sept. 21, 2020S&P MidCap 400DeletionTransoceanRIGEnergy
Sept. 21, 2020S&P MidCap 400DeletionPBF EnergyPBFEnergy
Sept. 21, 2020S&P MidCap 400DeletionAllegheny TechnologiesATIMaterials
Sept. 21, 2020S&P MidCap 400DeletionMack-Cali RealtyCLIReal Estate
Sept. 21, 2020S&P SmallCap 600AdditionPBF EnergyPBFEnergy
Sept. 21, 2020S&P SmallCap 600AdditionAllegheny TechnologiesATIMaterials
Sept. 21, 2020S&P SmallCap 600AdditionMack-Cali RealtyCLIReal Estate
Sept. 21, 2020S&P SmallCap 600AdditionMr. Cooper GroupCOOPFinancials
Sept. 21, 2020S&P SmallCap 600AdditionR1 RCMRCMHealth Care
Sept. 21, 2020S&P SmallCap 600DeletionExpressEXPRConsumer Discretionary
Sept. 21, 2020S&P SmallCap 600DeletionPennsylvania Real EstatePEIReal Estate
Sept. 21, 2020S&P SmallCap 600DeletionWingstopWINGConsumer Discretionary
Sept. 21, 2020S&P SmallCap 600DeletionMedpace HoldingsMEDPHealth Care
Sept. 21, 2020S&P SmallCap 600DeletionFox Factory HoldingFOXFConsumer Discretionary

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S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. For more information, visit www.spdji.com.

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SOURCE S&P Dow Jones Indices