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Home About Qualifications Suggest Company Change History Companies not on MSI Posted 02 Dec 2001
Mormon Stock Index Qualifications

The Mormon Stock Index tries to measure the stock market performance of companies run by Mormon executives; and the qualifications for the index are designed to meet that goal. More than 50 companies have been part of the index in its two year history, including more than 30 companies on the index today. The changes to the index have all come as we have discovered companies that meet the qualifications or as we discovered that companie on the index no longer meet the qualifications.

The qualifications are as follows:

  • The company must have at least one executive who is Mormon or has Mormon heritage. This includes executives who grew up in Mormon families but no longer practice.
  • The executive must be at the highest management level in the company -- the company's management committee or among those listed in SEC reports as part of the company management. Chairmen of the Board of Directors are included, but other board members who are not otherwise active in company management are not.
  • The company must be listed on a public stock exchange -- including any public exchange worldwide.
  • The company's market capitalization must be at least $100 million.
2001 History
22 October 2001:
  Added
· Diebold
 
1 October 2001:
  Dropped
· Bayview Capital (Mormon Executive Left),
· Franklin Covey (Low Market Cap.)
 
27 August 2001:
  Added
· Monaco Coach,
· Microsemi Corp.
 
16 July 2001:
  Added
· Oil States International
 
25 June 2001:
  Added
· Affiliated Computer Services
 
18 June 2001:
  Added
· Cygnus Inc.,
· NPS Pharmaceuticals
 
4 June 2001:
  Added
· Swift Transportation
 
29 May 2001:
  Added
· Dionex
 
14 May 2001:
  Added
· Avista Corp.,
· SkyWest Airlines;
 
  Dropped
· Fonix (Low Market Cap.),
· Washington Group International (Bankruptcy)
 
30 April 2001:
  Added
· Fonix
 
2 April 2001:
  Added
· Washington Group International;
 
  Dropped
· Fonix
 
5 March 2001:
  Added
· Bayview Capital,
· Hillenbrand Industries
 
26 February 2001:
  Added
· Cadence Design,
· Hollywood Entertainment;
 
  Dropped
· Caldera Systems (Low Market Cap.),
· TenFold (Low Market Cap.)
 
29 January 2001:
  Added
· Caldera Systems,
· Computerized Thermal Imaging,
· JP Realty,
· TenFold
 
2 January 2001:
  Added
· Knight Transportation;
 
  Dropped
· Caldera Systems (Low Market Cap.),
· Hollywood Entertainment (Low Market Cap.),
· I-Link (Low Market Cap.),
· TenFold (Low Market Cap.)
 

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