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Invesco Senior Loan ETF BKLN

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

Morningstar’s Analysis BKLN

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Invesco Senior Loan ETF to a Morningstar Medalist Rating of Neutral.

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 BKLN

More BKLN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Premier US Government Money Inst

12.45 1.1 Bil
Cash and Equivalents

ATHENAHEALTH, I 02/15/2029

1.70 148.2 Mil
Corporate

Peraton Corp 02/01/2028

1.68 146.3 Mil
Corporate

Ultimate Softwa01 02/10/31

1.66 144.7 Mil
Corporate

McAfee corp B-1 03/01/2029

1.51 131.3 Mil
Corporate

MH SUB I LLC TL� 05 05/03/28

1.33 116.4 Mil
Corporate

Medline Borrower LP 10/23/28

1.31 114.6 Mil
Corporate

Bass Pro Group, LLC 03/06/2028

1.30 113.3 Mil
Corporate

CITRIX SYSTEMS 03/30/29

1.27 110.7 Mil
Corporate

New Red Finance 09/20/30

1.24 108.6 Mil
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