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STXE
Upturn stock ratingUpturn stock rating

EA Series Trust (STXE)

Upturn stock ratingUpturn stock rating
$27.89
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

03/27/2025: STXE (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 -2.23%
Avg. Invested days 69
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

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

ai summary icon Upturn AI SWOT

EA Series Trust

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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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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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