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Invesco BulletShares 2027 HY Corp Bd ETF BSJR

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings BSJR

  • 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%

3.05 5.8 Mil
Corporate

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

2.78 5.3 Mil
Corporate

Carnival Corporation 5.75%

2.41 4.6 Mil
Corporate

Rakuten Group Inc. 11.25%

1.73 3.3 Mil
Corporate

Community Health Systems Incorporated 5.625%

1.57 3.0 Mil
Corporate

Caesars Entertainment Inc New 8.125%

1.49 2.8 Mil
Corporate

Nexstar Escrow Inc 5.625%

1.46 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

Tenet Healthcare Corporation 5.125%

1.32 2.5 Mil
Corporate