[treeform]

If I were to set up a customized S&P500 (with some tweaks) and over time companies leave and/or are added to the index. Will those changes be reflected in my custom S&P500? In the months or years in the future will it buy or sell these new currently unknown companies?

[jjmaxwell4]

Yes we handle corporate actions and index additions or deletions and weight changes over time for you.

The guts of this get a bit complicated and I want to make a blog post about how we achieve this for adjustments.