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Upturn AI SWOT - About
EA Series Trust (STXI)
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Upturn Advisory Summary
04/01/2025: STXI (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
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 -2.04% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
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) 2179 | Beta - | 52 Weeks Range 23.61 - 27.71 | Updated Date 04/1/2025 |
52 Weeks Range 23.61 - 27.71 | Updated Date 04/1/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a collective investment vehicle, but without a specific ETF name and objective, a detailed overview is not possible. Typically, such trusts manage various ETFs focusing on diverse sectors, asset allocations, and investment strategies. The actual ETF objective and investment strategy depend on the specific fund within the series.
Reputation and Reliability
Without a specific ETF within the EA Series Trust, assessing the issuer's reputation is difficult. The reputation depends on the actual management firm running the specific ETF. General reputation relies on its compliance history and fund performance.
Management Expertise
The management expertise varies widely depending on the specific ETF within the EA Series Trust and the individuals responsible for its management. Analysis requires knowing the exact ETF.
Investment Objective
Goal
The investment goal is contingent upon the specific fund within the EA Series Trust. It may aim for capital appreciation, income generation, or tracking a particular index.
Investment Approach and Strategy
Strategy: The investment strategy depends on the specific ETF in the EA Series Trust. It could track an index, focus on a sector, or employ an active management approach.
Composition The asset composition varies based on the specific ETF's objective and strategy within the series. It can include stocks, bonds, commodities, or a mix.
Market Position
Market Share: Unable to determine market share without a specific ETF name and details.
Total Net Assets (AUM): Unable to determine AUM without a specific ETF name and details.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape is highly dependent on the specific ETF within the EA Series Trust. Without this information, it's impossible to compare EA Series Trust to competitors.
Financial Performance
Historical Performance: Unable to determine historical performance without a specific ETF name and details.
Benchmark Comparison: Unable to compare performance to a benchmark without a specific ETF name and details.
Expense Ratio: Unable to determine expense ratio without a specific ETF name and details.
Liquidity
Average Trading Volume
Cannot assess liquidity without a specific ETF name; trading volume varies widely.
Bid-Ask Spread
Bid-ask spread details are unavailable without knowing the specific ETF and market data.
Market Dynamics
Market Environment Factors
Market environment factors are dependent on the specific ETF's investment focus. Factors would vary based on sector and asset class.
Growth Trajectory
Growth trends cannot be determined without a specific ETF name and associated data.
Moat and Competitive Advantages
Competitive Edge
Without specific information about an ETF within the EA Series Trust, we cannot describe its competitive advantages. Any advantages would stem from its strategy, management expertise, or sector focus. Identifying these would require detailed fund information and comparisons.
Risk Analysis
Volatility
Volatility assessment requires specific ETF data and historical price analysis.
Market Risk
Market risk assessment depends on the underlying assets of the specific ETF.
Investor Profile
Ideal Investor Profile
The ideal investor profile is contingent upon the specific fund within the EA Series Trust. It could range from conservative income seekers to aggressive growth investors.
Market Risk
Suitability depends on the specific ETF; it could be suitable for long-term investors, active traders, or passive index followers.
Summary
Without information on a specific fund within the EA Series Trust, it is difficult to create a summary. Analysis would be highly contingent on the individual fund's investment objectives, composition, and strategy. Specific investment objectives may include capital appreciation, income generation, or tracking an index. Detailed information would have to come from each ETF's individual prospectus.
Similar Companies
Sources and Disclaimers
Data Sources:
- General ETF market data resources, SEC filings (for hypothetical EA Series Trust ETFs).
Disclaimers:
This analysis is hypothetical and based on general knowledge of ETFs. A specific ETF within the EA Series Trust needs to be identified for accurate data.
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 | 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 tracks mid- and large- cap companies of developed market countries, not including the U.S., which are selected and weighted according to free-float market capitalization. Under normal circumstances, substantially all, but at least 80% of the fund"s total assets will be invested in developed markets securities.
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