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Invesco BulletShares 2028 HY Corp Bd ETF BSJS

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis BSJS

Will BSJS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSJS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSJS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BSJS’s parent organization’s priorities and whether they’re in line with investors’ interests.

Neither process nor people stand out at Invesco BulletShares 2028 HY Corp Bd ETF, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSJS

More BSJS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca

1.50 2.8 Mil
Corporate

Tenet Healthcare Corporation 6.125%

1.42 2.7 Mil
Corporate

Venture Global LNG Inc. 8.125%

1.29 2.4 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5%

1.28 2.4 Mil
Corporate

Carnival Corporation 4%

1.22 2.3 Mil
Corporate

TransDigm, Inc. 6.75%

1.16 2.2 Mil
Corporate

Organon & Co 4.125%

1.11 2.1 Mil
Corporate

Olympus Water US Holding Corp. 9.75%

1.04 2.0 Mil
Corporate

Sirius Xm Radio Inc 4%

1.03 1.9 Mil
Corporate

Tenneco Inc. 8%

1.00 1.9 Mil
Corporate