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EA Series Trust (STXE)



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Upturn Advisory Summary
03/27/2025: STXE (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -2.23% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 18490 | Beta - | 52 Weeks Range 26.72 - 31.20 | Updated Date 03/27/2025 |
52 Weeks Range 26.72 - 31.20 | Updated Date 03/27/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
The prompt ETF 'EA Series Trust' does not exist. Because I cannot find information about an existing ETF by that name, I will provide generalized information in this response.
Reputation and Reliability
Varies depending on the actual issuer. Established issuers generally have strong reputations.
Management Expertise
Varies. Reputable firms employ experienced portfolio managers and analysts.
Investment Objective
Goal
Varies widely; can be capital appreciation, income generation, or a combination.
Investment Approach and Strategy
Strategy: Can track an index (passive) or use active management to outperform a benchmark.
Composition Varies greatly; can include stocks, bonds, commodities, or derivatives.
Market Position
Market Share: Hypothetical new entrant market share: 0
Total Net Assets (AUM): 0
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF market is highly competitive, with many funds vying for investor capital. Advantages can include lower expense ratios, specialized investment strategies, or superior historical performance. Disadvantages for new ETFs include lack of brand recognition and trading history.
Financial Performance
Historical Performance: No historical data available for non-existent ETF.
Benchmark Comparison: No benchmark data available for non-existent ETF.
Expense Ratio: N/A
Liquidity
Average Trading Volume
Given that the ETF does not exist, the average trading volume is negligible.
Bid-Ask Spread
The bid-ask spread will be undefined because the ETF does not exist
Market Dynamics
Market Environment Factors
Overall market sentiment, interest rates, and economic growth influence all ETFs.
Growth Trajectory
Growth depends on the ETF's specific strategy, market conditions, and investor demand.
Moat and Competitive Advantages
Competitive Edge
In order for the EA Series Trust to have a strong competitive edge, it must be differentiated from its competitors by having a unique investment approach, a low expense ratio, and an excellent management team. To do this, EA Series Trust must also focus on a niche market that its competitors overlook or cannot cater to. Furthermore, EA Series Trust can offer more specialized products that satisfy specific investor needs in order to build investor trust and loyalty. With the right innovation and competitive differentiation strategies, EA Series Trust can build a strong presence in the ETF market and enhance the value of shareholders' portfolios.
Risk Analysis
Volatility
N/A
Market Risk
All ETFs are subject to market risk, which can impact the value of the underlying assets.
Investor Profile
Ideal Investor Profile
Depends on the ETF's investment objective and risk profile. Varies from conservative to aggressive.
Market Risk
Depends on the investment goals and risk tolerance of the individual investor.
Summary
Since the ETF 'EA Series Trust' does not currently exist, it is impossible to provide a summary of its investment goals and performance. To build a successful ETF, it must provide unique value to investors and differentiate itself from its competitors. When entering the market, it will be crucial to build awareness of the new ETF by showcasing its advantages such as a superior investment strategy or unique approach that satisfies specific investor needs. In order to provide long-term sustainability, it will need to ensure its expense ratio is competitive and that it achieves strong, reliable performance.
Similar Companies
- QQQ
- DIA
- IWM
Sources and Disclaimers
Data Sources:
- Generalized knowledge of ETF market.
- Hypothetical data based on market averages for demonstration purposes.
Disclaimers:
This information is for illustrative purposes only and should not be considered investment advice. Consult a financial professional before making any investment decisions.
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 index tracks large and mid-capitalization equity securities across 24 emerging market economies, excluding China. Under normal circumstances, at least 80% of the fund"s total assets (exclusive of collateral held from securities lending) will be invested in the emerging market securities, which may include depositary receipts (including American Depository Receipts ("ADRs") or Global Depository Receipts ("GDRs") representing securities included in the index.
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