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Morningstar

Invesco BulletShares 2025 HY Corp Bd ETF BSJP

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

Morningstar’s Analysis BSJP

Will BSJP 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 BSJP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Invesco BulletShares 2025 HY Corp Bd ETF’s management team is rated Average, but a solid investment process still helps 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 BSJP

More BSJP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Shrt-Trm Inv Gov&Agcy Instl

5.13 47.1 Mil
Cash and Equivalents

Bausch Health Companies Inc. 5.5%

3.44 31.6 Mil
Corporate

Veritas US Inc / Veritas Bermuda Ltd 7.5%

3.41 31.3 Mil
Corporate

CITGO Petroleum Corporation 7%

2.39 21.9 Mil
Corporate

Carnival Corporation 10.5%

2.36 21.7 Mil
Corporate

New Fortress Energy Inc. 6.75%

2.31 21.2 Mil
Corporate

OneMain Financial Corporation 6.875%

2.22 20.3 Mil
Corporate

Spirit AeroSystems Inc 9.375%

2.09 19.2 Mil
Corporate

Prime Healthcare Services Inc 7.25%

1.90 17.5 Mil
Corporate

Freedom Mortgage Corporation 12%

1.88 17.3 Mil
Corporate