The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
Invesco BulletShares 2025 HY Corp Bd ETF BSJP
Morningstar’s Analysis BSJP
Will BSJP outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Invesco Shrt-Trm Inv Gov&Agcy Instl | 5.72 | 52.7 Mil | Cash and Equivalents |
Veritas US Inc / Veritas Bermuda Ltd 7.5% | 3.77 | 34.7 Mil | Corporate |
Bausch Health Companies Inc. 5.5% | 3.39 | 31.3 Mil | Corporate |
CITGO Petroleum Corporation 7% | 2.37 | 21.8 Mil | Corporate |
Carnival Corporation 10.5% | 2.36 | 21.8 Mil | Corporate |
New Fortress Energy Inc. 6.75% | 2.29 | 21.1 Mil | Corporate |
Spirit AeroSystems Inc 9.375% | 2.27 | 20.9 Mil | Corporate |
OneMain Financial Corporation 6.875% | 2.21 | 20.4 Mil | Corporate |
Freedom Mortgage Corporation 12% | 2.03 | 18.7 Mil | Corporate |
Prime Healthcare Services Inc 7.25% | 1.90 | 17.5 Mil | Corporate |