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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BKLN

More BKLN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Premier US Government Money Inst

4.41 285M
Cash and Equivalents

Discovery Glob Hldgs Inc 06/03/2033 Term Loan

1.85 120M
Corporate

Hologic, Inc. 04/07/33

1.85 120M
Corporate

Ultimate Softwa01 02/10/31

1.62 105M
Corporate

Sedgwick Holdin 07/31/31

1.49 97M
Corporate

Peraton Corp 02/01/2028

1.42 92M
Corporate

Dayforce, Inc. 02/04/33

1.42 92M
Corporate

Alliant Holdings Inter 09/19/31

1.38 89M
Corporate

Athenahealth Group Inc 02/16/2032 Term Loan

1.34 87M
Corporate

Bass Pro 01/23/2032

1.31 85M
Corporate

Sponsor Center