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Capitol Series Trust (HTUS)



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Upturn Advisory Summary
08/14/2025: HTUS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 27.04% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.07 | 52 Weeks Range 27.50 - 40.66 | Updated Date 06/29/2025 |
52 Weeks Range 27.50 - 40.66 | Updated Date 06/29/2025 |
Upturn AI SWOT
Capitol Series Trust
ETF Overview
Overview
Capitol Series Trust is a collective investment trust designed for qualified retirement plans. It focuses on providing diversification within specific asset classes. The investment strategy involves a mix of passive and active management depending on the underlying fund.
Reputation and Reliability
Details on the issuer's reputation and reliability would require further information on the specific Capitol Series Trust fund. It is generally a trust company.
Management Expertise
Information on management expertise would depend on the specific sub-advised fund within the Capitol Series Trust.
Investment Objective
Goal
The primary investment goal varies depending on the specific fund within the Capitol Series Trust, typically aiming for long-term capital appreciation or income generation within a defined risk profile.
Investment Approach and Strategy
Strategy: The strategy varies depending on the fund. Some funds may track a specific index passively, while others may employ active management strategies.
Composition The composition varies depending on the fund's objective, including stocks, bonds, and other asset classes in different proportions.
Market Position
Market Share: Market share data is unavailable without specifying a specific Capitol Series Trust fund and its relevant market segment.
Total Net Assets (AUM): AUM varies significantly depending on the specific fund within the Capitol Series Trust. Specific data not available without specifying fund.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends on the specific asset class and investment style of the Capitol Series Trust fund. Advantages and disadvantages relative to competitors would depend on the fund's strategy and performance.
Financial Performance
Historical Performance: Historical performance data requires specification of the exact fund within the Capitol Series Trust. Data is not broadly available.
Benchmark Comparison: Benchmark comparison also requires the exact fund and its designated benchmark. Data is not broadly available.
Expense Ratio: Expense ratios vary depending on the specific fund. This information is available in the fund's prospectus, but not broadly available.
Liquidity
Average Trading Volume
Trading volume for Capitol Series Trust is generally not applicable as they are typically collective investment trusts, not publicly traded ETFs.
Bid-Ask Spread
Bid-ask spread is generally not applicable for Capitol Series Trust as they are typically collective investment trusts, not publicly traded ETFs.
Market Dynamics
Market Environment Factors
Market environment factors impacting Capitol Series Trust depend on the underlying assets of the specific fund, including economic conditions, interest rates, and market volatility.
Growth Trajectory
Growth trends depend on the specific fund's investment strategy and market conditions, with potential for adjustments to strategy and holdings over time.
Moat and Competitive Advantages
Competitive Edge
Capitol Series Trust's advantages may include access to specific investment strategies, potentially lower costs due to its collective investment structure, and tailored portfolio construction to meet the needs of qualified retirement plans. The trust structure allows for customization and flexibility in meeting specific investment objectives. Strong sub-advisor relationships can also contribute to competitive advantages, allowing for access to specialized expertise. These advantages are realized to varying degrees across different sub-funds offered within the trust.
Risk Analysis
Volatility
Volatility depends on the specific fund's asset allocation and investment strategy within the Capitol Series Trust. More volatile assets will increase volatility.
Market Risk
Market risk is inherent in the underlying assets of the fund, including equity market risk, interest rate risk, and credit risk, depending on the fund's holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is a qualified retirement plan seeking diversified investment options within a trust structure.
Market Risk
Capitol Series Trust is best suited for long-term investors within qualified retirement plans.
Summary
Capitol Series Trust is a collective investment trust designed for qualified retirement plans, providing diversified investment options. Its funds may employ a mix of passive and active management strategies, with varying asset allocations depending on the fund's objective. While specific performance data is limited without specifying the individual fund, Capitol Series Trust aims to provide cost-effective and tailored solutions for retirement plan investors. Risks depend on the underlying assets of the fund.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fund prospectuses, financial news sources.
Disclaimers:
Data is based on available information and may not be comprehensive. Investors should consult fund prospectuses before investing.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Capitol Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund's sub-adviser seeks to achieve its investment objective, by using various proprietary analytical investment models that examine current and historical market data to attempt to predict the performance of the S&P 500® Index, a widely recognized benchmark of U.S. stock market performance that is composed primarily of large-capitalization U.S. issuers. The Sub-Adviser implements the fund"s S&P 500® investment strategy by taking positions in one or more ETFs that seek to track the performance of the S&P 500® (each an "S&P 500®-related ETF").

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