Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
EA Series Trust (BUXX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: BUXX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 8.9% | Avg. Invested days 370 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 177983 | Beta - | 52 Weeks Range 19.13 - 20.35 | Updated Date 04/1/2025 |
52 Weeks Range 19.13 - 20.35 | Updated Date 04/1/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a series of exchange-traded funds (ETFs) designed to provide investors with access to various investment strategies and asset classes. Its primary focus varies depending on the specific fund within the series. The target sector, asset allocation, and investment strategy differ significantly between the individual ETFs under the EA Series Trust umbrella.
Reputation and Reliability
The issuer's reputation and reliability depend on the specific management firm associated with the EA Series Trust. Assessing their track record and history is crucial.
Management Expertise
The management expertise varies across the different funds within the EA Series Trust, depending on the sub-advisor assigned to each specific fund. Assessing the experience of management is crucial.
Investment Objective
Goal
The primary investment goal of ETF EA Series Trust depends on the specific fund within the series, ranging from capital appreciation to income generation or a combination of both.
Investment Approach and Strategy
Strategy: The strategy employed by each ETF within the EA Series Trust varies. Some funds may track a specific index, while others may focus on active management or target specific sectors or themes.
Composition The assets held by the ETFs within the EA Series Trust differ significantly. Some hold stocks, while others invest in bonds, commodities, or a mix, depending on the fund's objective.
Market Position
Market Share: Varies widely among the ETF's in the EA Series Trust.
Total Net Assets (AUM): Varies widely among the ETF's in the EA Series Trust.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape varies depending on the specific ETF within the EA Series Trust. Given the wide variety of fund objectives under the umbrella, each fund competes in its own sector or style. Determining the specific advantages and disadvantages depends on the individual ETF's strategy, expense ratio, and performance.
Financial Performance
Historical Performance: Varies widely among the ETF's in the EA Series Trust.
Benchmark Comparison: Varies widely among the ETF's in the EA Series Trust.
Expense Ratio: Varies widely among the ETF's in the EA Series Trust.
Liquidity
Average Trading Volume
Average trading volume varies widely depending on the specific ETF within the EA Series Trust.
Bid-Ask Spread
Bid-ask spread depends on the specific ETF within the EA Series Trust and the prevailing market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions affecting EA Series Trust vary, as different funds within the trust target different areas of the market.
Growth Trajectory
Growth trends and patterns depend on the specific ETF within the EA Series Trust, reflecting changes in strategy, holdings, and market demand.
Moat and Competitive Advantages
Competitive Edge
Competitive advantages within the EA Series Trust vary greatly among funds. Some funds may employ unique investment strategies, while others benefit from superior management or a niche market focus. The competitive edge of any fund within the series depends heavily on its specific investment objectives and the characteristics of the sub-advisor. Investors should carefully evaluate the unique characteristics and historical performance of each ETF within the series before investing. The ETF may focus on unique niches.
Risk Analysis
Volatility
Volatility depends on the specific ETF's holdings and investment strategy within the EA Series Trust.
Market Risk
Market risk varies based on the specific underlying assets of each ETF within the EA Series Trust.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within the EA Series Trust. Some funds may suit conservative income investors, while others target aggressive growth investors.
Market Risk
Suitability varies depending on the specific ETF within the EA Series Trust. Some funds may be better suited for long-term investors, while others cater to active traders or passive index followers.
Summary
The EA Series Trust encompasses a diverse range of ETFs with varying investment objectives, strategies, and risk profiles. The suitability of each fund depends on the individual investor's goals and risk tolerance. Analyzing the specifics of each fund within the series is crucial. This includes understanding the investment objective, historical performance, and underlying asset allocation. Investors should also consider the expense ratio and the track record of the sub-advisor when evaluating funds within the EA Series Trust.
Similar Companies
IVV
iShares Core S&P 500 ETF
IVV
iShares Core S&P 500 ETF
IWM
iShares Russell 2000 ETF
IWM
iShares Russell 2000 ETF
QQQ
Invesco QQQ Trust
QQQ
Invesco QQQ Trust
SPY
SPDR S&P 500 ETF Trust
SPY
SPDR S&P 500 ETF Trust
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VTI
Vanguard Total Stock Market Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF Issuer Websites
- Financial News Providers (Bloomberg, Reuters)
Disclaimers:
This analysis is based on available information and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Past performance is not indicative of future results. Data may be delayed.
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 EA Series Trust
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that, using an enhanced cash strategy, seeks to achieve its investment objective, under normal circumstances, by investing at least 80% of its net assets in U.S.-dollar denominated investment-grade fixed- and floating-rate bonds, and debt securities. Under normal circumstances, the fund will seek to maintain a dollar-weighted average maturity of less than two years and a dollar-weighted average duration of less than one year. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.