Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
HTUS
Upturn stock ratingUpturn stock rating

Capitol Series Trust (HTUS)

Upturn stock ratingUpturn stock rating
$41.35
Last Close (24-hour delay)
Profit since last BUY9.74%
upturn advisory
Consider higher Upturn Star rating
BUY since 66 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/14/2025: HTUS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

ai summary icon Upturn AI SWOT

Capitol Series Trust

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo Management Expertise

Information on management expertise would depend on the specific sub-advised fund within the Capitol Series Trust.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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").