Key stats
About Invesco BulletShares 2033 Corporate Bond ETF
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Inception date
Sep 20, 2023
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
As part of Invesco's BulletShares investment-grade suite, BSCX behaves more like a bond than a typical bond fund. The fund provides bullet maturity, in this case, of December 2033, instead of perpetual exposure to a maturity pocket of the US corporate investment-grade market. As the fund matures, its maturity, duration and YTM will continue to decline. On its target date, BSCX will unwind and return all capital to investors. This structure permits BSCX to be used as a building block for a bond ladder.
Classification
What's in the fund
Exposure type
Corporate
Bonds, Cash & Other100.00%
Corporate99.72%
Mutual fund0.27%
Cash0.01%
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