BSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR Fund Description
BSJR tracks a market-value-weighted index of high-yield corporate bonds with effective maturities in 2027.
BSJR Factset Analytics Insight
BSJR tracks the performance of a held-to-maturity portfolio of USD-denominated, high-yield corporate bonds with maturities in 2027. Instead of the perpetual maturity range of a typical bond fund, BSJR provides exposure to a specific maturity date, similar to an individual bond. As the fund approaches its maturity date, duration and YTM will continue to decline. On its target date Dec. 31, 2027 the fund will unwind remaining positions and return capital to shareholders. This structure permits the fund to be used as a building block for a bond ladder, or to plan for a future need.
BSJR MSCI ESG Analytics Insight
Invesco BulletShares 2027 High Yield Corporate Bond ETF has an MSCI ESG Fund Rating of BB based on a score of 3.84 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco BulletShares 2027 High Yield Corporate Bond ETF ranks in the 12nd percentile within its peer group and in the 39th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
BSJR Summary Data
BSJR Portfolio Data
BSJR Index Data
BSJR Portfolio Management
BSJR Tax Exposures
BSJR Fund Structure
BSJR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of BSJR. BSJR is rated a N/A out of 5.
BSJR Sector/Industry Breakdown
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BSJR Top 5 Countries
BSJR Top 5 Currencies