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Rare Earth & Critical Materials

RARE EARTHS & CRITICAL MATERIALS INDEX CRITERIA

CONSTITUENT ELIGIBILITY REQUIREMENTS

In order to be eligible for inclusion in the index, companies must meet the following conditions:

  • Global equities listed on a regulated stock exchange in the form of shares tradeable for foreign investors without restrictions, excluding U.S. over the counter listed companies.
  • Companies currently generating at least 50% of their revenue from rare earths or critical metal mining, production, recycling, processing and/or refining of rare earths or critical metals; or engaged in projects that have the potential, when developed, to generate 50% of revenue from rare earth or critical metal mining, production, recycling, processing and/or refining.
  • Minimum market capitalization of at least $250 million USD.
  • Average daily traded value over the last 6 months of at least $500 thousand USD.
  • Latest reported revenue must be positive.
  • China-headquartered companies will be included only as exchange traded ADR versions or Hong Kong exchange traded versions if available.