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EA Series Trust (BUXX)
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Upturn Advisory Summary
01/21/2025: BUXX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 5.72% | Avg. Invested days 246 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance 5.0 | ETF Returns Performance 2.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 156118 | Beta - | 52 Weeks Range 19.16 - 20.49 | Updated Date 01/21/2025 |
52 Weeks Range 19.16 - 20.49 | Updated Date 01/21/2025 |
AI Summary
Summary of ETF EA Series Trust
Please note that due to my knowledge cutoff in November 2023, the information below may not be entirely current. It is recommended to conduct further research using up-to-date sources before making any investment decisions.
Profile:
ETF EA Series Trust is an exchange-traded fund (ETF) offered by the company EA Advisors, LLC. Information on their specific target sector, asset allocation, and investment strategy is unavailable at this time.
Objective:
The primary investment goal of ETF EA Series Trust is to provide investors with capital appreciation and income.
Issuer:
Issuer:
- Reputation and Reliability: EA Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). However, their website lacks details regarding their reputation and track record, making it difficult to assess their reliability.
- Management: Information about the management team responsible for the ETF is unavailable at this time.
Market Share & Total Net Assets:
The market share and total net assets of ETF EA Series Trust are currently unknown.
Moat:
Information regarding the ETF’s competitive advantages, such as unique strategies, superior management, or niche market focus, is unavailable at this time.
Financial Performance:
- Historical performance: Data on the ETF's historical financial performance and benchmark comparisons is unavailable at this time.
- Growth Trajectory: The ETF's current growth trajectory cannot be determined due to the lack of data.
Liquidity:
- Average Trading Volume: The ETF's average trading volume is currently unknown.
- Bid-Ask Spread: The ETF's bid-ask spread is currently unavailable.
Market Dynamics:
An analysis of market factors affecting the ETF's environment, including economic indicators, sector growth prospects, and current market conditions, is currently unavailable.
Competitors:
Information on ETF EA Series Trust's key competitors and their market share percentages is unavailable at this time.
Expense Ratio:
The expense ratio, including management fees and other operational costs, is currently unknown.
Investment Approach and Strategy:
- Strategy: The underlying strategy followed by the ETF is unavailable at this time.
- Composition: Details regarding the assets held by the ETF, including stocks, bonds, commodities, or a mix, are currently unavailable.
Key Points:
- The primary investment goal of ETF EA Series Trust is to provide investors with capital appreciation and income.
- The ETF is offered by EA Advisors, LLC, a registered investment advisor with the SEC.
- Information regarding the ETF's specific holdings, performance, and market dynamics is unavailable at this time.
Risks:
- Volatility: Historical volatility data for the ETF is currently unavailable.
- Market Risk: Specific risks associated with the ETF's underlying assets are currently unavailable.
Who Should Consider Investing:
Due to the lack of available information about the ETF's specifics, it is difficult to identify the ideal investor profile for ETF EA Series Trust. Further research is necessary before making any investment decisions.
Fundamental Rating Based on AI:
Based on the limited available information, it is not possible to provide an accurate AI-based fundamental rating for ETF EA Series Trust. A comprehensive evaluation requires a thorough analysis of financial health, market position, and future prospects, which is not feasible with the current data.
Resources and Disclaimers:
Due to the lack of available information for this specific ETF, this summary relies on limited resources. Further research using up-to-date sources, including the ETF's website, SEC filings, and other reputable sources, is highly recommended before making any investment decisions. This summary is not financial advice and should not be used as the sole basis for investment decisions. Please consult a financial professional for personalized investment guidance.
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.
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.