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Invesco Senior Loan ETF BKLN

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings BKLN

  • 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

12.91 1.1 Bil
Cash and Equivalents

ATHENAHEALTH, I 02/15/2029

1.70 148.2 Mil
Corporate

Peraton Corp 02/01/2028

1.68 146.4 Mil
Corporate

Ultimate Softwa01 02/10/31

1.66 145.1 Mil
Corporate

McAfee corp B-1 03/01/2029

1.45 126.5 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

1.30 113.4 Mil
Corporate

CITRIX SYSTEMS 03/30/29

1.27 110.7 Mil
Corporate

New Red Finance 09/20/30

1.24 108.6 Mil