Invesco Senior Loan ETF BKLN provides market-value-weighted exposure to the senior loan market. This is not ideal for exposure to this unique sector of the fixed-income market. A lack of liquidity and a litany of idiosyncratic risks make this an area that is more ripe for active management. The fund earns a Morningstar Analyst Rating of Neutral.
Will BKLN outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BKLN’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BKLN management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BKLN’s parent organization’s priorities and whether they’re in line with investors’ interests.