Saturday, June 6, 2026

Changes to Index Fund Inclusion Rules

 In or around May 2026, some index funds have made significant changes to how they determine what stocks to include in their indexes.

I am not real thrilled with these rule changes and it will likely affect which index funds I invest in going forward.  

In case you haven't heard about these changes,  watch a few of the videos below so you can make up your own mind.


Space X IPO and the S&P 500



Who Changed Rules Right Before SpaceX IPO



If I come across videos with additional info, I will add them below.

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