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Invesco BulletShares 2029 HY Corp Bd ETF BSJT

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.

Invesco BulletShares 2029 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 least expensive fee quintile among peers.

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Portfolio Holdings BSJT

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Medline Borrower LP 3.875%

1.67 1.4 Mil
Corporate

Tibco Software Inc 6.5%

1.56 1.3 Mil
Corporate

Cloud Software Group Inc. 9%

1.50 1.2 Mil
Corporate

Venture Global LNG Inc. 9.5%

1.34 1.1 Mil
Corporate

Invesco Shrt-Trm Inv Gov&Agcy Instl

1.34 1.1 Mil
Cash and Equivalents

TransDigm, Inc. 6.375%

1.11 910,435
Corporate

Neptune BidCo US Inc. 9.29%

1.01 822,849
Corporate

Medline Borrower LP 5.25%

0.97 791,204
Corporate

Staples, Inc. 10.75%

0.86 705,441
Corporate

Rakuten Group Inc. 9.75%

0.83 673,801
Corporate