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Invesco BulletShares 2027 HY Corp Bd ETF BSJR

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

Morningstar’s Analysis BSJR

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

  • People Pillar

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

Invesco BulletShares 2027 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.

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 BSJR

More BSJR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DISH Network Corporation 11.75%

3.09 5.9 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.125%

2.79 5.3 Mil
Corporate

Carnival Corporation 5.75%

2.42 4.6 Mil
Corporate

Rakuten Group Inc. 11.25%

1.69 3.2 Mil
Corporate

Invesco Shrt-Trm Inv Gov&Agcy Instl

1.62 3.1 Mil
Cash and Equivalents

Community Health Systems Incorporated 5.625%

1.56 3.0 Mil
Corporate

Caesars Entertainment Inc New 8.125%

1.49 2.8 Mil
Corporate

Nexstar Escrow Inc 5.625%

1.47 2.8 Mil
Corporate

Tenet Healthcare Corporation 6.25%

1.36 2.6 Mil
Corporate

TK Elevator U S Newco Inc 5.25%

1.35 2.6 Mil
Corporate