MERITAGE VALUE EQUITY FUND
Capitol Series Trust
Expense ratio
Net assets1
$13.95M
Holdings1
50
Category
US Equity
Return

Top holdings

As of May 31, 2020 · N-PORT
SecurityTickerValue% of fund
VANGUARD CONSUMER STAPLES ETF VDC $707.74K 5.07%
MSILF-TR SEC-INS MSUXX $576.72K 4.13%
STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR XLY $541.47K 3.88%
iShares Trust RUSSELL 1000 VALUE ETF IWD $479.30K 3.44%
B2GOLD CORPORATION $365.24K 2.62%
UTILITIES SELECT SECTOR SPDR MUTUAL FUND XLU $343.22K 2.46%
WALMART INC $337.44K 2.42%
ALPHABET INC CL A $329.71K 2.36%
Associated British Foods PLC ASBFY $329.04K 2.36%
BIOGEN INC $323.37K 2.32%
View all holdings →

Allocation by sector

As of May 31, 2020 · N-PORT
View portfolio breakdown →

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Footnotes

  1. Net assets and holdings count as of May 31, 2020, from the fund's N-PORT filing.

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