(BSCR) Invesco BulletShares 2027 - Ratings and Ratios

The Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ: BSCR) is a target maturity exchange-traded fund (ETF) designed to provide exposure to a diversified portfolio of corporate bonds maturing in or around 2027. The fund adheres to a structured investment strategy, allocating at least 80% of its total assets to securities that replicate the performance of its underlying index. This index is meticulously compiled and maintained by Invesco Indexing LLC, an affiliate of the funds investment adviser, Invesco Capital Management LLC, and its distributor, Invesco Distributors, Inc.

As a target maturity ETF, BSCR is structured to hold bonds until they mature, rather than reinvesting proceeds into new bonds. This approach allows investors to manage interest rate risk more effectively, as the funds duration decreases as it approaches its maturity year. The ETFs holdings are primarily investment-grade corporate bonds, though it may include some high-yield securities, depending on market conditions. This blend provides a balance between stability and the potential for higher yields.

The funds return is driven by the performance of its underlying bonds, including interest payments and any capital gains or losses. With an expense ratio of 0.10%, BSCR offers a cost-effective way to gain exposure to the corporate bond market. Its transparency, liquidity, and ETF structure make it an attractive option for investors seeking predictable income and reduced credit risk as the maturity date approaches.

With over $2.8 billion in assets under management (AUM), BSCR is a well-established ETF in the target maturity space. It is listed on the NASDAQ exchange, making it easily accessible to both institutional and retail investors. The funds focus on a specific maturity year aligns it with the investment objectives of those seeking to ladder their bond exposure or match liabilities tied to a specific timeline.