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Upturn AI SWOT - About
EA Series Trust (STXK)
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Upturn Advisory Summary
04/01/2025: STXK (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 -0.79% | Avg. Invested days 48 | 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) 10586 | Beta - | 52 Weeks Range 27.19 - 34.35 | Updated Date 04/2/2025 |
52 Weeks Range 27.19 - 34.35 | Updated Date 04/2/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a platform offering various actively managed and index-tracking ETFs across different asset classes. The specific focus, sector, asset allocation, and investment strategy vary depending on the individual ETF within the series.
Reputation and Reliability
The issuer's reputation and reliability depend on its experience, regulatory compliance, and track record of managing ETFs successfully.
Management Expertise
Management expertise varies across different ETFs within the series and depends on the specific investment team assigned to each fund.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the EA Series Trust. Generally includes long-term growth, income generation, or specific market exposure.
Investment Approach and Strategy
Strategy: Some ETFs in the EA Series Trust aim to track specific indexes, while others follow actively managed strategies focused on particular sectors or asset classes.
Composition The asset composition depends on the investment objective of the individual ETF within the EA Series Trust. It may include stocks, bonds, commodities, or a mix of these.
Market Position
Market Share: Data unavailable due to the diversity of ETFs within the EA Series Trust, and a lack of specific ETF provided
Total Net Assets (AUM): Data unavailable due to the diversity of ETFs within the EA Series Trust, and a lack of specific ETF provided
Competitors
Key Competitors
Competitive Landscape
The competitive landscape within the ETF industry is highly competitive, with numerous issuers offering similar products. EA Series Trust's advantages and disadvantages depend on the specific ETF within the series compared to its competitors. The key would be how well the fund performs vs it peers in that category
Financial Performance
Historical Performance: Data unavailable. Historical performance varies based on the specific ETF within the EA Series Trust.
Benchmark Comparison: Data unavailable. Benchmark comparison varies based on the specific ETF within the EA Series Trust.
Expense Ratio: Data unavailable. Expense ratio varies based on the specific ETF within the EA Series Trust.
Liquidity
Average Trading Volume
Data unavailable. Average trading volume varies based on the specific ETF within the EA Series Trust.
Bid-Ask Spread
Data unavailable. Bid-ask spread varies based on the specific ETF within the EA Series Trust.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions impact EA Series Trust ETFs differently based on their individual investment focuses.
Growth Trajectory
Growth trends and patterns vary for each ETF within EA Series Trust, depending on factors such as strategy changes, asset allocation adjustments, and market performance.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust's competitive advantages depend on the specific ETF. Factors could include unique investment strategies, specialized sector focus, lower expense ratios, or superior management expertise. Actively managed funds need to consistently outperform benchmarks to justify higher costs. The ability to attract and retain experienced portfolio managers is also crucial.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF within the EA Series Trust and its underlying assets.
Market Risk
Market risk is inherent in all investments and is associated with fluctuations in the overall market and specific sectors represented in the ETF's portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within the EA Series Trust. This includes active traders, passive index followers, and long term investors looking to diversify their investment portfolio.
Market Risk
Suitability depends on the individual ETF. Some ETFs may be better suited for long-term investors, while others may be appropriate for active traders.
Summary
EA Series Trust is a diverse platform offering a range of ETFs across different asset classes and investment strategies. Performance and suitability depend heavily on the specific ETF selected. Investors should carefully consider their investment objectives and risk tolerance before investing in any ETF within the series. Thorough research of each specific fund's holdings, strategy, and fees is crucial.
Similar Companies
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Morningstar
- Issuer Website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and consultation with a qualified 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 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 U.S. small cap equity securities. The index is a free float-adjusted capitalization-weighted index comprised primarily of U.S. equity securities.
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