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Upturn AI SWOT - About
EA Series Trust (STXG)
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Upturn Advisory Summary
04/01/2025: STXG (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 36.08% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 15903 | Beta - | 52 Weeks Range 34.89 - 45.31 | Updated Date 04/2/2025 |
52 Weeks Range 34.89 - 45.31 | Updated Date 04/2/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a diversified ETF focused on providing investors with exposure to a broad range of asset classes or sectors, aiming for long-term capital appreciation and income generation through diversified investment strategies.
Reputation and Reliability
Issuer has a moderate reputation, track record indicates average stability and innovation in launching ETFs. Reliability is satisfactory based on fund operations.
Management Expertise
Management team has experience in asset management, showing competence in portfolio construction and risk management.
Investment Objective
Goal
The primary investment goal of EA Series Trust is to provide investors with long-term capital appreciation and income through diversified exposure.
Investment Approach and Strategy
Strategy: ETF EA Series Trust employs a strategic asset allocation model, investing in a mix of stocks, bonds, and alternative assets.
Composition The ETF holds a mix of US equities, fixed income securities, and possibly some exposure to real estate or commodities via other ETFs or directly.
Market Position
Market Share: EA Series Trust's market share is relatively small within the broader ETF market.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- IVV
- SPY
- VTI
Competitive Landscape
The ETF market is highly competitive, dominated by larger players like Vanguard and BlackRock. EA Series Trust faces challenges in gaining market share due to its smaller size and less established brand. Advantages may include a unique investment strategy or lower fees, but disadvantages include lower liquidity and less brand recognition.
Financial Performance
Historical Performance: Historical performance data indicates moderate returns with some volatility. Past performance isn't indicative of future results.
Benchmark Comparison: ETF performance generally tracks its benchmarks, though with some deviations due to management fees and active strategies.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
Average trading volume is low, potentially causing wider bid-ask spreads and higher transaction costs.
Bid-Ask Spread
The bid-ask spread may be wider than larger, more liquid ETFs, which could impact trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions all affect EA Series Trust.
Growth Trajectory
Growth trends show steady asset accumulation, with adjustments to asset allocation based on market changes.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust's competitive edge lies in its potential specialized asset allocation strategy and ability to dynamically adapt to changing market conditions. This agility allows it to outperform certain benchmarks in specific market environments. Its focus is on delivering enhanced risk-adjusted returns through active management. However, the moat is dependent on its investment strategy efficacy and the fund's ability to attract and retain skilled portfolio managers. The differentiation stems from its strategic approach to diversifying across asset classes.
Risk Analysis
Volatility
Historical volatility is moderate, influenced by its holdings and market fluctuations.
Market Risk
Market risk depends on the specific assets held, including equity, fixed income, and potentially real estate risks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking diversified exposure and long-term capital appreciation.
Market Risk
EA Series Trust is suitable for long-term investors seeking diversified exposure with moderate risk tolerance.
Summary
EA Series Trust is a diversified ETF aiming for long-term capital appreciation and income. It faces stiff competition from larger ETF providers. Its success hinges on its unique asset allocation approach. This ETF presents a reasonable, diversified investment option for investors seeking broad market exposure with active management. However, careful consideration of its expense ratio and trading volume is essential.
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Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Morningstar
Disclaimers:
Data is based on available information and may not be completely accurate or up-to-date. Investment decisions should be made with professional advice.
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 NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of growth companies.
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