On June 30, 2025, Fortrea Holdings Inc. was added to the Russell 2000 Index and the Russell 2000 Dynamic Index as part of the annual reconstitution. This inclusion is a notable event for the company's market positioning.
Concurrently, Fortrea was dropped from several larger indices, including the Russell Midcap Value, Russell 3000E Growth, Russell 1000 Dynamic, Russell 1000 Value, Russell 1000, Russell Small Cap Comp Growth, and Russell Midcap Index. This shift reflects a re-categorization of the company based on its market capitalization.
The change in index inclusion can influence institutional investment flows, as many passive funds and exchange-traded funds (ETFs) track specific Russell indices. Inclusion in the Russell 2000 can increase visibility among small-cap investors and funds focused on that segment.
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