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Upturn AI SWOT - About
EA Series Trust (FTWO)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: FTWO (1-star) is currently NOT-A-BUY. Pass it for now.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 2.56% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 8483 | Beta - | 52 Weeks Range 25.93 - 33.00 | Updated Date 04/1/2025 |
52 Weeks Range 25.93 - 33.00 | Updated Date 04/1/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a platform for various ETFs with differing investment objectives. It provides the structure for new and innovative investment strategies.
Reputation and Reliability
The issuer's reputation varies depending on the specific ETF within the series. EA Series Trust is a relatively new issuer.
Management Expertise
Management expertise varies depending on the specific ETF within the series. Each fund has its own management team.
Investment Objective
Goal
Varies greatly depending on the ETF within the series. Each fund has its own objective.
Investment Approach and Strategy
Strategy: Varies widely depending on the ETF. Could be index tracking, sector specific, or active management.
Composition Varies widely depending on the ETF. Could include stocks, bonds, commodities, or a combination.
Market Position
Market Share: Highly dependent on the individual ETF within the series. EA Series Trustu2019s Detail ETF EA Series Trustu2019s market share in its sector depends on the fund in the series.
Total Net Assets (AUM): Varies considerably based on the specific ETF fund within the EA Series Trust umbrella.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends heavily on the specific ETF within the EA Series Trust. Some funds may face fierce competition, while others occupy niche markets. EA Series Trust's advantages depend on the specific fund's strategy and execution.
Financial Performance
Historical Performance: Performance varies greatly depending on the ETF and its inception date. Historical data is specific to each fund.
Benchmark Comparison: Comparison depends on the benchmark used by each ETF within the series. Not applicable at the series level.
Expense Ratio: Expense ratios vary depending on the ETF within the series. It is specific to each fund.
Liquidity
Average Trading Volume
Average trading volume is specific to each ETF within the series and ranges from very low to moderately liquid, depending on investor interest and assets under management.
Bid-Ask Spread
The bid-ask spread varies from fund to fund depending on investor interest and assets under management, ranging from very wide to moderately tight.
Market Dynamics
Market Environment Factors
Market dynamics impacting the EA Series Trust depend on the specific ETF within the series and its investment focus.
Growth Trajectory
Growth trajectory depends on the specific fund. Changes to strategy and holdings are fund-specific.
Moat and Competitive Advantages
Competitive Edge
The EA Series Trust's competitive advantages arise from the unique strategies offered by individual ETFs within the trust. Some funds may focus on innovative sectors, use proprietary investment algorithms, or target niche markets underserved by larger ETF providers. The overall trust structure provides a flexible platform for launching and managing these specialized ETFs. Success depends on the individual fund's ability to attract assets and deliver competitive returns. This also allows for quick adaption to changing market conditions.
Risk Analysis
Volatility
Volatility is specific to each fund within the EA Series Trust and depends on its underlying assets and investment strategy.
Market Risk
Market risk depends on the specific investments held by each ETF within the series. Risk profiles vary widely.
Investor Profile
Ideal Investor Profile
The ideal investor depends on the specific ETF within the series. It can range from conservative income seekers to aggressive growth investors.
Market Risk
Suitability depends on the specific ETF. Some may be best for long-term investors, while others are suitable for active traders.
Summary
EA Series Trust serves as a platform for a variety of ETFs, each with its own investment objective, strategy, and risk profile. The success of the trust depends on the performance of its individual ETFs and their ability to attract assets. Investors should carefully evaluate each fund within the series before investing. Its flexible structure allows for innovative investment strategies and niche market targeting. It may suit investors looking for unique exposure.
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Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
Data is based on available information and may not be comprehensive. Investment decisions should be based on thorough research and consultation with a financial advisor.
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 | ||
The fund seeks to track the investment results of the index, which measures the performance of companies that are engaged in national security and natural resource security as defined by Bloomberg. The index includes large- and mid-capitalization companies. Under normal circumstances, at least 80% of the fund"s net assets, plus the amount of any borrowings for investment purposes will be invested in the Natural Resources and Security Sectors. The fund is non-diversified.
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