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Morningstar

Invesco BulletShares 2029 HY Corp Bd ETF BSJT

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

Morningstar’s Analysis BSJT

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

People Pillar

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

Invesco BulletShares 2029 HY Corp Bd ETF’s management team is just 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 cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSJT

More BSJT Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 288
  • Other Holdings 2
  • % Assets in Top 10 Holdings 13.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mozart Debt Merger Subordinated Inc. 3.875%

2.12
339,200
Corporate

Tibco Software Inc 6.5%

1.97
314,949
Corporate

Petsmart Inc / Petsmart Financial Corporation 7.75%

1.54
245,215
Corporate

Neptune BidCo US Inc. 9.29%

1.31
208,520
Corporate

Mozart Debt Merger Subordinated Inc. 5.25%

1.19
190,614
Corporate

Ford Motor Credit Company LLC 5.113%

1.16
184,560
Corporate

Virgin Media Sec Finance PLC 5.5%

1.14
181,408
Corporate

Jazz Securities Designated Activity Company 4.375%

1.13
180,661
Corporate

Sensata Technologies BV

1.12
179,545
Corporate

CSC Holdings, LLC 6.5%

1.02
162,230
Corporate