The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
Invesco BulletShares 2030 Hi YldCrpBdETF BSJU
Morningstar’s Analysis BSJU
Will BSJU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Intelsat Jackson Holdings SA 6.5% | 2.56 | 1.2 Mil | Corporate |
EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.625% | 2.47 | 1.2 Mil | Corporate |
1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4% | 2.27 | 1.1 Mil | Corporate |
Davita Inc 4.625% | 2.19 | 1.1 Mil | Corporate |
Minerva Merger Subordinated Inc. 6.5% | 1.91 | 917,455 | Corporate |
Caesars Entertainment Inc New 7% | 1.81 | 867,445 | Corporate |
Tenet Healthcare Corporation 6.125% | 1.76 | 845,845 | Corporate |
McAfee Corp 7.375% | 1.70 | 818,009 | Corporate |
Weatherford International Ltd Bermuda 8.625% | 1.48 | 711,238 | Corporate |
Invesco Shrt-Trm Inv Gov&Agcy Instl | 1.36 | 653,860 | Cash and Equivalents |