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Upturn AI SWOT - About
EA Series Trust (CCMG)
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Upturn Advisory Summary
03/11/2025: CCMG (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -5.82% | Avg. Invested days 36 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 17961 | Beta - | 52 Weeks Range 25.52 - 28.89 | Updated Date 04/1/2025 |
52 Weeks Range 25.52 - 28.89 | Updated Date 04/1/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
The EA Series Trust is a collective investment vehicle, offering diverse ETFs targeting various sectors and investment strategies. It emphasizes providing investors with access to specific market segments through distinct, focused funds.
Reputation and Reliability
The issuer's reputation depends on the specific performance of each ETF within the series. Track record varies across the different funds offered.
Management Expertise
Management expertise is distributed among different teams for each ETF, requiring assessment on a fund-by-fund basis.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the EA Series Trust. Goals range from tracking specific indices to achieving capital appreciation or generating income.
Investment Approach and Strategy
Strategy: Strategies range from passive index tracking to active management, depending on the particular ETF. Some may focus on specific sectors or investment styles.
Composition Composition varies widely, including stocks, bonds, commodities, or a mix, depending on the individual ETF's objective.
Market Position
Market Share: Market share is best evaluated at individual ETF fund level of EA Series Trust.
Total Net Assets (AUM): AUM varies significantly across the different ETFs within the EA Series Trust. It is important to look at each individual fund within the trust.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends on the specific ETF within the EA Series Trust. Advantages and disadvantages need to be assessed based on each ETF's strategy and performance relative to competitors.
Financial Performance
Historical Performance: Historical performance data needs to be examined on a fund-by-fund basis within the EA Series Trust.
Benchmark Comparison: Benchmark comparison depends on the specific ETF's underlying index or investment strategy within the EA Series Trust.
Expense Ratio: Expense ratios vary for each ETF within the EA Series Trust and need to be assessed individually.
Liquidity
Average Trading Volume
Average trading volume must be assessed individually for each ETF within the EA Series Trust to determine its liquidity.
Bid-Ask Spread
Bid-ask spread needs to be checked for each individual fund within EA Series Trust to understand trading costs.
Market Dynamics
Market Environment Factors
Market environment factors impacting the EA Series Trust depend on the specific sectors and assets each ETF targets.
Growth Trajectory
Growth trends and patterns vary based on each ETF's strategy and the performance of its underlying assets.
Moat and Competitive Advantages
Competitive Edge
Competitive advantages depend entirely on the individual ETFs within the EA Series Trust. Some may have unique strategies, access to niche markets, or superior management compared to similar funds. Each ETF's success is tied to its ability to outperform its benchmark and attract investor capital. Differentiating factors, such as low expense ratios or specialized investment approaches, can contribute to a competitive edge. Thorough research of individual EA Series Trust ETFs is necessary to understand their potential moats.
Risk Analysis
Volatility
Volatility needs to be assessed individually for each ETF within the EA Series Trust based on its holdings and market exposure.
Market Risk
Market risk depends on the specific assets held by each ETF within the EA Series Trust and the overall market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF. It could range from conservative investors seeking income to aggressive investors pursuing growth.
Market Risk
Suitability depends on the specific ETF's objective and risk profile. Some ETFs may be suitable for long-term investors, while others are more appropriate for active traders.
Summary
The EA Series Trust offers a range of ETFs, each with distinct investment objectives and strategies. Investors should carefully evaluate each ETF individually to determine its suitability. Performance, expense ratios, and risk profiles vary significantly across the series. Due diligence is crucial before investing in any ETF within the EA Series Trust. Investors should consider their own risk tolerance and investment goals when making a decision.
Similar Companies
Sources and Disclaimers
Data Sources:
Disclaimers:
This analysis is based on publicly available information and general market knowledge. Consult with a financial advisor before making investment decisions. Performance data is not a guarantee of future results.
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 ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) in equity securities. The fund defines "equity securities" to include U.S. listed common and preferred stock, depositary receipts (e.g., American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs")), and ETFs that provide broad exposure to domestic and international equity securities of companies across all market capitalizations, as well as real estate securities.
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