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Morningstar

Invesco BulletShares 2024 HY Corp Bd ETF BSJO

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

Morningstar’s Analysis BSJO

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

  • People Pillar

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

Neither process nor people stand out at Invesco BulletShares 2024 HY Corp Bd ETF, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSJO

More BSJO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

41.55 249.3 Mil
Government

United States Treasury Bills 0%

21.00 126.0 Mil
Government

DISH DBS Corporation 5.875%

5.14 30.8 Mil
Corporate

Vericast Merger Sub Inc. 11%

5.07 30.4 Mil
Corporate

Perrigo Finance Unlimited Company 3.9%

3.67 22.0 Mil
Corporate

Live Nation Entertainment, Inc. 4.875%

2.97 17.8 Mil
Corporate

Bath & Body Works Inc 7.5%

2.67 16.0 Mil
Corporate

Grand Canyon University 4.125%

2.61 15.7 Mil
Cash and Equivalents

Navient Corporation 5.875%

2.58 15.5 Mil
Corporate

Wesco Distribution, Inc. 7.25%

2.43 14.6 Mil
Corporate