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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 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 cost advantage over competitors, priced within the least expensive 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Medline Borrower LP 3.875%

1.81 967,218
Corporate

Tibco Software Inc 6.5%

1.68 900,371
Corporate

Cloud Software Group Inc. 9%

1.60 858,383
Corporate

Venture Global LNG Inc. 9.5%

1.42 761,402
Corporate

TransDigm, Inc. 6.375%

1.21 647,529
Corporate

Neptune BidCo US Inc. 9.29%

1.09 583,564
Corporate

Medline Borrower LP 5.25%

1.03 550,014
Corporate

Carnival Corporation 6%

0.87 465,695
Corporate

CSC Holdings, LLC 11.75%

0.85 455,905
Corporate

Imola Merger Corp. 4.75%

0.82 440,058
Corporate