(BSJR) BulletShares 2027 High - Overview
ETF Category: Target Maturity | Exchange: NASDAQ (USA) | Market Cap: 825m USD | Total Return: 5% in 12m
TER: 0.42%
Avg Turnover: 2.46M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) focuses on U.S. dollar-denominated high-yield corporate debt, commonly classified as junk bonds, with effective maturities occurring in 2027. The fund maintains a target-maturity structure, meaning it is designed to terminate in its designated year and return capital to shareholders, functioning similarly to an individual bond. At least 80% of total assets are allocated to securities within its underlying index.
High-yield bonds are issued by companies with credit ratings below investment grade, offering higher coupons to compensate investors for increased default risk. Unlike traditional bond funds that maintain a constant duration, target-maturity ETFs see their duration decline as they approach the maturity date, which can help mitigate interest rate sensitivity over time. For a deeper look into credit quality and underlying holdings, investors can review the latest metrics on ValueRay.
- Federal Reserve interest rate decisions impact yield spreads and bond valuations
- Default rates among junk bond issuers affect net asset value performance
- 2027 maturity date concentration increases price sensitivity to short-term credit cycles
- Liquidity in the high yield corporate debt market influences trading premiums
- U.S. economic growth trajectory dictates the creditworthiness of underlying bond holdings
Over the past week, the price has changed by -0.22%, over one month by -0.05%, over three months by +0.37% and over the past year by +5.04%.
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