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Message Boards Settings Bridgeway Blue Chip 35 Index - Quote Info
Recent Fund/Index Rebalancing     11-Sep-08 06:28 pm    
The most recent annual report for BRLIX has included some changes in the holdings for this fund. The following stocks have been added:
Apple Inc
Abbot Labs
CVS/Caremark Corp
Halliburton Co
Hewlett-Packard Co
Monsanto Co
Occidental Petroleum Corp
Visa Inc

Stocks that have been dropped from the index include the following:
Applied Materials Inc
Dell Inc
Home Depot
Eli Lilly & Co
3M Co
time Warner inc
Texas Instruments Inc
Wachovia

Such rebalancing has taken place in 2-3 year intervals since the fund inception. A quick look at the numbers has shown that the changes have led to considerable improvement when compared to the calculated fund performance in the absence of these maneuvers. Certainly, I am happy to see the addition of Apple, Monsanto, and more petroleum at the loss of Home Depot, Dell, and financials. Just thought I would pass the changes on as the holdings posted on Yahoo are dated. Good luck!


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Recent Fund/Index Rebalancing
gold_boy_11... Not rated 11-Sep-08 06:28 pm  
 
thanks
imatwatch Rate it 16-Oct-08 04:01 pm  
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Bridgeway Blue Chip 35 Index (BRLIX)

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