Morningstar

Invesco Senior Loan ETF BKLN

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

Morningstar’s Analysis BKLN

Will BKLN outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Senior Loan ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 14.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Premier US Government Money Inst

5.12 311M
Cash and Equivalents

Hologic, Inc. 04/07/33

1.80 110M
Corporate

Ultimate Softwa01 02/10/31

1.58 96M
Corporate

Sedgwick Holdin 07/31/31

1.48 90M
Corporate

Alliant Holdings Inter 09/19/31

1.41 86M
Corporate

Athenahealth Group Inc 02/16/2032 Term Loan

1.40 85M
Corporate

Mavis Tire Express Services Top 05/06/33 Term Loan

1.39 85M
Corporate

Dayforce, Inc. 02/04/33

1.38 84M
Corporate

Peraton Corp 02/01/2028

1.36 82M
Corporate

Paramount Skydance Corporation Tl 04/07/33

1.32 80M
Corporate

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