Will my created/customized smallcases get rebalance updates?
Rahul Satish avatar
Written by Rahul Satish
Updated over a week ago

Created and customized smallcases would not receive rebalance updates. 

The smallcases created by the research team are rebalanced in order to keep up with the theme they’re intended to follow

So, if you create your own smallcase by picking stocks and assigning weights to them or customize your smallcase by altering the stocks & weights prior to investing in it, you will have to monitor your smallcase and rebalance it from time to time.

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