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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 least expensive 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 14.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Premier US Government Money Inst

11.59 1.1 Bil
Cash and Equivalents

Ultimate Softwa01 02/10/31

1.71 158.7 Mil
Corporate

ATHENAHEALTH, I 02/15/2029

1.68 155.8 Mil
Corporate

Peraton Corp 02/01/2028

1.61 148.8 Mil
Corporate

Cloud Software 03/30/29

1.58 146.0 Mil
Corporate

McAfee, LLC TL B 03/01/29

1.44 133.7 Mil
Corporate

ALLIED UNIVERSAC 05/12/28

1.36 125.6 Mil
Corporate

Medline Borrower LP 10/23/28

1.35 125.1 Mil
Corporate

MH SUB I LLC TL� 05 05/03/28

1.32 122.0 Mil
Corporate

AssuredPartners 02/14/31

1.23 114.3 Mil
Corporate