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TXSTexas Capital Texas Equity Index ETF

Grow my money3y track recordRanked #1,991 of 2,998 in this goal

Tracks the total return performance of the Texas Capital Texas Equity Index.

By Texas Capital Funds Trust · Launched 2023

Annual Cost

0.49%

#2,481 of 5,861 · average

Fund Size

$36M

#3,987 of 5,861 · small

Return (1Y)Goal

+18.1%

Track Record

3 years

#3,001 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,933+19.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Index tracked

Texas Capital Texas Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 39.5% of fundwell diversified

The Charles Schwab Corporation
4.9%
Crowdstrike Holdings Inc
4.9%
Mckesson Corp.
4.8%
Tesla Inc
4.8%
Digital Realty Trust Inc.
4.4%
Tenet Healthcare Corporation
3.7%
Waste Management, Inc.
3.6%
Gamestop Corp
2.9%
CBRE Group Inc.
2.8%
Exxon Mobil Corp.
2.7%

Asset allocation

Stocks
99.2%
Cash
0.8%

By sector

Energy
18.1%
Consumer Cyclical
17.6%
Industrials
14.1%
Real Estate
12.2%
Technology
12.1%
Healthcare
11.7%
Financial Services
7.5%
Consumer Defensive
2.3%
Other
4.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.6%Moderate

Year-on-year price swings

Max drawdown
-19.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.94Decent risk-adjusted returns
Sortino (3Y)
1.38Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return performance of the Texas Capital Texas Equity Index.
Strategy
Invests at least 80% of assets in securities included in the Texas Capital Texas Equity Index, employing a passive management approach. The Index reflects the performance of Texas-headquartered companies across sectors like energy, industrials, and technology, weighted by market capitalization.
Inception date
July 12, 2023
Fund family
Texas Capital Funds Trust

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Data updated on 2026-08-04