BSJO – Fund Analysis – Invesco BulletShares 2024 HY Corp Bd ETF | Morningstar

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Will BSJO outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the BSJO 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 BSJO’s parent organization’s priorities and whether they’re in line with investors’ interests.

Neither process nor people stand out at Invesco BulletShares 2024 HY Corp Bd ETF, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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