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Estadística
Estadística estadistica@grupobmv.com.mx
Índices
Indices indices@grupobmv.com.mx

Dates of sample changes and rebalancing

  • Main Indices

     

    Index Total Return Index Constituents Review Frequency Period of Effectiveness Rebalance Frequency Rebalance dates
    S&P/BMV IPC S&P/BMV IRT Biannual Sep - Mar / Mar - Sep Quarterly Dec/Mar/Jun
    S&P/BMV Mexico Index S&P/BMV Mexico Index TR Biannual Sep - Mar / Mar - Sep Quarterly Dec/Mar/Jun
    S&P/BMV Housing Index S&P/BMV Housing Index TR Annual Sep - Aug Quarterly Dec/Mar/Jun
    S&P/BMV IPC CompMx S&P/BMV IRT CompMx Biannual Jun - Nov / Dec - May N.A. N.A.
    S&P/BMV IPC LargeCap S&P/BMV IRT LargeCap Biannual Jun - Nov / Dec - May N.A. N.A.
    S&P/BMV IPC MidCap S&P/BMV IRT MidCap Biannual Jun - Nov / Dec - May N.A. N.A.
    S&P/BMV IPC SmallCap S&P/BMV IRT SmallCap Biannual Jun - Nov / Dec - May N.A. N.A.
    S&P/BMV Fibras S&P/BMV Fibras TR Biannual June - Nov / Dec - May N.A. N.A.
    S&P/BMV Market M S&P/BMV Market M TR Biannual June - Nov / Dec - May N.A. N.A.
    S&P/BMV Total Mexico ESG S&P/BMV  Total Mexico ESG RT Annual Jun - Jul Quarterly Sep/Dec/Mar

     

  • Fundamental Indices

    Index Total Return Index Constituents Review Frequency Period of Effectiveness Rebalance Frequency Rebalance dates
    S&P/BMV Dividend Index
    S&P/BMV Dividend Index TR Annual Mar-Feb Quarterly Jun / Sept / Dec
    S&P/BMV Bursa Optimo S&P/BMV Bursa Optimo TR Annual Jun - May Annual December
    S&P/BMV  IPC QVGMX  S&P/BMV IPC QVGMX Biannual Jun - Dec Biannual Jun / Dec

     

  • Strategy Indices

    Index Total Return Index Constituents Review Frequency Period of Effectiveness Rebalance Frequency Rebalance dates
    S&P/BMV IPC Inverse Daily Index   Annual Sep - Ago Quarterly Dic / Mar / Jun
    S&P/BMV IPC 2X Leverage Daily Index   Annual Sep - Ago Quarterly Dic / Mar / Jun
    S&P/BMV MXN-USD Currency Index   N.A. N.A. N.A. N.A.
    S&P/BMV USD-MXN Currency Index   N.A. N.A. N.A. N.A.
  • Sector Indices

    Index Total Return Index Constituents Review Frequency Period of Effectiveness Rebalance Frequency Rebalance dates
    S&P/BMV IPC CompMx Materials    Annual Jun - Dec / Dec - Jun NA Mar / Sep / Dec
    S&P/BMV IPC CompMx Industrials    Annual Jun - Dec / Dec - Jun NA Mar / Sep / Dec
    S&P/BMV IPC CompMx Consumer Discretionary   Annual Jun - Dec / Dec - Jun NA Mar / Sep / Dec
    S&P/BMV IPC CompMx Consumer Staples    Annual Jun - Dec / Dec - Jun NA Mar / Sep / Dec
    S&P/BMV IPC CompMx Financial    Annual Jun - Dec / Dec - Jun NA Mar / Sep / Dec
    S&P/BMV IPC CompMx Telecomunication Services   Annual Jun - Dec / Dec - Jun NA Mar / Sep / Dec
               

     

  • International Indices

    Index Total Return Index Constituents Review Frequency Period of Effectiveness Rebalance Frequency Rebalance dates
    S&P/BMV Mexico-Brazil Index S&P/BMV Mexico-Brazil Index TR Biannual Mar - Aug / Sept - Feb N.A. N.A.
    S&P/BMV Brazil 15 Index S&P/BMV Brazil 15 Index TR Biannual Mar - Aug / Sept - Feb N.A. N.A.
    S&P/BMV China SX20 Index
    S&P/BMV China SX20 Index TR
    Biannual Mar- Aug / Sept - Feb N.A. N.A.
    S&P/BMV Ingenius (MXN) S&P/BMV Ingenius (MXN) TR Annual Sep / Aug Quarterly Dec/Mar/Jun

     

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