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- Upturn Summary
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Upturn AI Summary
Texas Capital Funds Trust(OILT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OILT
10/28/2026: OILT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
OILT offers focused exposure to energy companies that are major oil and gas producers in Texas, tracking the Alerian Texas Weighted Oil and Gas Index. Its primary strength lies in its ability to isolate a specific, high-capacity energy region that broad market funds may not prioritize, all at a competitive expense ratio of 0.35%. Investors should use this ETF as a thematic satellite position rather than a core holding, given its heavy concentration in a single sector and region. The most significant risks include high volatility linked to WTI oil prices, regional regulatory changes, and lower liquidity compared to major broad-market energy ETFs. It is best suited for growth-oriented or sector-specific investors who are bullish on the outlook for Texas energy production.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the energy sector can provide growth, this fund is better suited for theme-based rather than broad growth strategies. |
| Momentum investor | Strong fit while signal remains positive | The fund's concentration in high-production energy firms can capture short-term price momentum when oil prices rise. |
| Value investor | Strong fit | Many of the energy firms in the index are established players often trading at attractive valuation multiples. |
| Dividend/Income investor | Strong fit | The fund offers a yield derived from established energy producers that frequently pay dividends. |
| Low-risk investor | Weak fit | Energy sector volatility and the fund's concentration make it unsuitable for investors primarily focused on capital preservation. |
Investor Profile
Ideal Investor Profile
Investors seeking specific, thematic exposure to the Texas energy sector who are willing to accept higher concentration risk.
Suitability
Best for investors who want to complement their core portfolio with a regional energy tilt; less suitable for conservative or passive broad-market index followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Energy stocks are inherently volatile, tracking the fluctuating prices of global crude oil. |
| Market risk | Medium / high | The fund is subject to general equity market downturns as well as energy-specific economic shifts. |
| Concentration | High | By focusing solely on Texas-based energy production, the fund lacks geographical and sector diversification. |
| Tracking/expense | Low | The passive management approach generally keeps tracking error minimal relative to its benchmark. |
| Liquidity | Medium | Limited trading volume may make it harder to exit positions without impacting the market price. |
| Business/sector quality | Medium | The fund relies on the operational health and profitability of a relatively small number of energy companies. |
Risk Analysis
Volatility
OILT exhibits volatility characteristic of the energy sector, driven by daily movements in WTI crude oil prices.
Market Risk
The fund is subject to systematic risk in the energy industry, including geopolitical events, shifts in energy policy, and supply-demand imbalances.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Energy (Oil & Gas Exploration and Production) | 93.3 | Provides concentrated exposure to energy companies heavily invested in Texas production. |
| Sector | Utilities | 6.7 | Minor exposure to utility companies often associated with energy infrastructure in the region. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 0.5% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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