BMO Small Cap Indices Discontinuation – Feb. 2, 2024

Licensed Data Release Notes

Originally posted Feb. 5, 2024

The BMO Investment Strategy Group has discontinued ALL BMO Small Cap Indices effective December 31, 2023, with a last publication of January 2, 2024.

Due to this discontinuation, the below 6 indexes, including 2 key indexes, will no longer be available in all Morningstar products and data feeds as of Feb. 2, 2024.

Index ID

Index Name

Key Index Type

XIUSA04GCF

BMO Small Cap Blended (Unweighted) CAD

Bestfit/Category

XIUSA04GQO

BMO Small Cap Blended (Weighted) CAD

Bestfit

FOUSA06QZB

BMO Small Cap Equity (Unweighted) CAD

 

FOUSA06QZD

BMO Small Cap Equity (Weighted) CAD

 

FOUSA06QZE

BMO Small Cap Trust (Unweighted) CAD

 

FOUSA06QZF

BMO Small Cap Trust (Weighted) CAD

 

Clients who have these indexes within their saved items should review them to make appropriate adjustments. Contact Morningstar Support if you have any additional questions or needs.