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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 MidCap Select 30 Index   Annual Sep - Aug 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.

     

  • 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 June / Sept / Dec
    S&P/BMV Bursa Optimo  S&P/BMV Bursa Optimo TR Annual June - May Seminnual December

     

  • 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

    Índice Índice de
    Rendimiento Total
    Periodicidad
    Cambios de Muestra
    Periodicidad de
    Vigencia de la Muestra
    Periodicidad
    de Rebalanceos
    Fecha de
    Rebalanceos
    S&P/BMV Sector Selectivo Materiales
    S&P/BMV Sector Selectivo Materiales RT
    Anual Mar - Feb Trimestral Jun / Sep / Dic
    S&P/BMV Sector Selectivo Industrial S&P/BMV Sector Selectivo Industrial RT
    Anual Mar - Feb Trimestral Jun / Sep / Dic
    S&P/BMV Sector Selectivo Consumo Frecuente S&P/BMV Sector Selectivo Consumo Frecuente RT
    Anual Mar - Feb Trimestral Jun / Sep / Dic
    S&P/BMV Sector Selectivo Financiero
    S&P/BMV Sector Selectivo Financiero RT
    Anual Mar - Feb Trimestral Jun / Sep / Dic

     

  • Índices de Actividad Económica

     

    Índice Índice de
    Rendimiento Total
    Periodicidad
    Cambios de Muestra
    Periodicidad de
    Vigencia de la Muestra
    Periodicidad
    de Rebalanceos
    Fecha de
    Rebalanceos
    S&P/BMV Extractiva
    S&P/BMV Extractiva RT Anual Mar - Feb Trimestral Jun / Sep / Dic
    S&P/BMV Transforma S&P/BMV Transforma RT Anual Mar - Feb Trimestral Jun / Sep / Dic
    S&P/BMV Construye  S&P/BMV Construye RT Anual Mar - Feb Trimestral Jun / Sep / Dic
    S&P/BMV Comercio  S&P/BMV Comercio RT Anual Mar - Feb Trimestral Jun / Sep / Dic
    S&P/BMV Enlace S&P/BMV Enlace RT Anual Mar - Feb Trimestral Jun / Sep / Dic
    S&P/BMV Sevicios S&P/BMV Servicios RT Anual Mar - Feb Trimestral Jun / Sep / Dic
    S&P/BMV Serv. Comeciales S&P/BMV Sev. Comerciales RT Anual Mar - Feb Trimestral Jun / Sep / Dic

     

  • Índices Internacionales

     

    Índice Índice de
    Rendimiento Total
    Periodicidad
    Cambios de Muestra
    Periodicidad de
    Vigencia de la Muestra
    Periodicidad
    de Rebalanceos
    Fecha de
    Rebalanceos
    S&P/BMV IMeBz S&P/BMV IMeBz RT Semestral Mar - Ago / Sep - Feb N.A. N.A.
    S&P/BMV Brasil 15 S&P/BMV Brasil 15 RT Semestral Mar - Ago / Sep - Feb N.A. N.A.
    S&P/BMV China SX20
    S&P/BMV China SX20 RT
    Semestral Mar - Ago / Sep - Feb N.A. N.A.

     

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