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Invesco BulletShares 2030 Hi YldCrpBdETF BSJU

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

Morningstar’s Analysis BSJU

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

  • People Pillar

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

Neither people nor process stand out at Invesco BulletShares 2030 Hi YldCrpBdETF, but it gets enough right to help 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 BSJU

More BSJU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Intelsat Jackson Holdings SA 6.5%

2.56 1.2 Mil
Corporate

EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.625%

2.47 1.2 Mil
Corporate

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4%

2.27 1.1 Mil
Corporate

Davita Inc 4.625%

2.19 1.1 Mil
Corporate

Minerva Merger Subordinated Inc. 6.5%

1.91 917,455
Corporate

Caesars Entertainment Inc New 7%

1.81 867,445
Corporate

Tenet Healthcare Corporation 6.125%

1.76 845,845
Corporate

McAfee Corp 7.375%

1.70 818,009
Corporate

Weatherford International Ltd Bermuda 8.625%

1.48 711,238
Corporate

Invesco Shrt-Trm Inv Gov&Agcy Instl

1.36 653,860
Cash and Equivalents