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Invesco BulletShares 2024 HY Corp Bd ETF BSJO

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.

Invesco BulletShares 2024 HY Corp Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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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 BSJO

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 34
  • Other Holdings 8
  • % Assets in Top 10 Holdings 28.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Shrt-Trm Inv Gov&Agcy Instl

9.38
69,457,935
Cash and Equivalents

United States Treasury Bills 0%

7.10
52,567,311
Government

Icahn Enterprises, L.P. / Icahn Enterprises Finance Corporation 4.75%

4.97
36,798,707
Corporate

Vericast Merger Sub Inc. 11%

4.91
36,397,114
Corporate

DISH DBS Corporation 5.875%

4.91
36,335,260
Corporate

The Goodyear Tire & Rubber Company 9.5%

4.09
30,274,491
Corporate

CSC Holdings, LLC 5.25%

3.78
27,976,074
Corporate

United States Treasury Bills 0%

3.63
26,889,461
Government

NextEra Energy Operating Partners LP 4.25%

3.50
25,923,956
Corporate

Perrigo Finance Unlimited Company 3.9%

3.47
25,699,712
Corporate