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Morningstar

Invesco BulletShares 2031 Hi YldCorBdETF BSJV

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

Morningstar’s Analysis BSJV

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

  • People Pillar

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

Neither people nor process stand out at Invesco BulletShares 2031 Hi YldCorBdETF, 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSJV

More BSJV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Panther Escrow Issuer LLC / Panther Co-Issuer Inc. 7.125%

3.46 703,798
Corporate

UKG Inc. 6.875%

2.57 521,825
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.25%

2.46 499,448
Corporate

Venture Global LNG Inc. 8.375%

2.38 484,397
Corporate

Organon & Co 5.125%

2.05 415,856
Corporate

Vistra Operations Co LLC 7.75%

1.54 311,941
Corporate

Alliant Holdings Intermediate LLC/Alliant Holdings Co-Issuer Inc 7%

1.44 291,548
Corporate

Tenet Healthcare Corporation 6.75%

1.39 282,936
Corporate

Sirius Xm Radio Inc 3.875%

1.39 281,986
Corporate

Civitas Resources Inc 8.75%

1.36 276,398
Corporate