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Contact
Jessica Liliana Rayon Soto (5255) 5342-9089
Indices Specialist jrayon@grupobmv.com.mx
Pavel Esquivel Vazquez (5255) 5342-9083
Indices and Statistics Deputy Managing Director gesquivel@grupobmv.com.mx
Ruben Alfonso Perera Santos (5255) 5342-9050
Information Products, Indices and Statistics Director rperera@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.

     

  • Sustainability Indices

     

    Index Total Return Index Constituents Review Frequency Period of Effectiveness Rebalance Frequency Rebalance dates
    S&P/BMV IPC Sustainable S&P/BMV IPC Sustainable TR Annual Mar- Feb Quarterly Jun / Sept / Dec

     

  • 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 Materials Sector Index   Annual Mar - Feb Quartely Jun / Sep / Dec
    S&P/BMV Industrials Sector Index   Annual Mar - Feb Quartely Jun / Sep / Dec
    S&P/BMV Consumer Discretionary Sector Index   Annual Mar - Feb Quartely Jun / Sep / Dec
    S&P/BMV Consumer Staples Sector Index   Annual Mar - Feb Quartely Jun / Sep / Dec
    S&P/BMV Health Care Sector Index   Annual Mar - Feb Quartely Jun / Sep / Dec
    S&P/BMV Financial Sector Index   Annual Mar - Feb Quartely Jun / Sep / Dec
    S&P/BMV Telecomunication Services Sector Index   Annual Mar - Feb Quartely Jun / Sep / Dec

     

  • Investable Sector Indices

     

    Index Total Return Index Constituents Review Frequency Period of Effectiveness Rebalance Frequency Rebalance dates
    S&P/BMV Materials Select Sector Index S&P/BMV Materials Select Sector Index TR Annual Mar - Feb Quartely Jun / Sep / Dec
    S&P/BMV Industrials Select Sector Index S&P/BMV Industrials Select Sector Index TR
    Annual Mar - Feb Quartely Jun / Sep / Dec
    S&P/BMV Consumer Staples Select Sector Index S&P/BMV Consumer Staples Select Sector Index TR
    Anual Mar - Feb Quartely Jun /  Sep / Dec
    S&P/BMV Financials Select Sector Index S&P/BMV Financials Select Sector Index TR
    Anual Mar - Feb Quartely Jun / Sep / Dec

     

  • Economic Activity Indices

     

    Index Total Return Index Constituents Review Frequency Period of Effectiveness Rebalance Frequency Rebalance dates
    S&P/BMV Mining & Agriculture Index S&P/BMV Mining & Agriculture Index TR
    Annual Jun - May Quartely Sep / Dec / Mar
    S&P/BMV Manufacturing, Electricity, & Water  Index S&P/BMV Manufacturing, Electricity, & Water  Index TR
    Annual Jun - May Quartely Sep / Dec / Mar
    S&P/BMV Construction Index S&P/BMV Construction Index TR
    Annual Jun - May Quartely Sep / Dec / Mar
    S&P/BMV Retail & Distributors Index S&P/BMV Retail & Distributors Index TR
    Annual Jun - May Quartely Sep / Dec / Mar
    S&P/BMV Infrastructure & Transportation  Index S&P/BMV Infrastructure & Transportation  Index TR
    Annual Jun - May Quartely Sep / Dec / Mar
    S&P/BMV Financial Services Index S&P/BMV Financial Services Index TR Annual Jun - May Quartely Sep / Dec / Mar
    S&P/BMV Commercial Services  Index S&P/BMV Commercial Services  Index TR
    Annual Jun - May Quartely Sep / Dec / Mar

     

  • 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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