Morgan Stanley examines the 2026 Russell Index Reconstitution and argues that traditional distinctions between growth and value investing are becoming increasingly blurred as large technology companies mature.
• The annual Russell reconstitution will shift companies across market-cap and style indexes, affecting portfolios benchmarked against trillions of dollars in passive and active assets.
• Mega-cap technology companies such as Amazon, Apple and Microsoft are increasingly appearing in both growth and value indexes as they combine strong growth with mature cash-flow characteristics.
• As a result, the Russell 1000 Value Index is becoming significantly more concentrated. Morgan Stanley estimates that its top three holdings will account for nearly 17% of the index after reconstitution, versus roughly 8% previously.
Explore the full analysis for insights into passive flows, index construction and how AI-era market leaders are reshaping traditional equity categories.
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