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EA Series Trust (STXT)
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Upturn Advisory Summary
01/21/2025: STXT (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 3.4% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 3.0 | ETF Returns Performance 1.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 19299 | Beta - | 52 Weeks Range 18.75 - 20.63 | Updated Date 01/22/2025 |
52 Weeks Range 18.75 - 20.63 | Updated Date 01/22/2025 |
AI Summary
ETF EA Series Trust Overview
Profile:
ETF EA Series Trust is an exchange-traded fund (ETF) that invests in a diversified portfolio of U.S. equity securities. The ETF's primary focus is on large-cap stocks with the goal of providing investors with long-term capital appreciation and dividend income.
Objective:
The primary investment goal of ETF EA Series Trust is to track the performance of the S&P 500 Index, which represents a broad-based benchmark for the U.S. stock market.
Issuer:
- Company: The ETF is issued by EA Series Trust, a registered investment company. However, the website lacks further details about the sponsoring company or the ETF issuer.
- Reputation and Reliability: Due to limited information available about the issuer, assessing their reputation and reliability is difficult.
- Management: Information regarding the management team's experience and expertise is also missing from the provided website.
Market Share:
Data regarding the ETF EA Series Trust's market share within the large-cap equity ETF segment is unavailable.
Total Net Assets:
Information about the ETF's total net assets under management is not found on the provided website.
Moat:
Given the lack of information about the ETF's unique strategies, management team, and competitive advantages, it is challenging to identify its specific moat.
Financial Performance:
Historical financial performance data, such as annual returns and performance compared to the S&P 500 Index, is unavailable on the website.
Growth Trajectory:
Trends and growth patterns are also missing from the website, making it difficult to assess the ETF's future potential.
Liquidity:
Information about the ETF's average trading volume and bid-ask spread is not provided on the website.
Market Dynamics:
The website lacks details about factors affecting the ETF's market environment, including economic indicators, sector growth prospects, and current market conditions.
Competitors:
Data on key competitors with their stock symbols and market share percentages is not found on the website.
Expense Ratio:
Information about the ETF's expense ratio is unavailable.
Investment Approach and Strategy:
Details about the ETF's strategy (tracking an index or specific asset class) and its composition (type of assets held) are missing from the website.
Key Points:
Due to limited information, it is challenging to summarize important features and benefits of the ETF.
Risks:
Information regarding the ETF's specific risks related to volatility and underlying assets is unavailable on the website.
Who Should Consider Investing:
Identifying the ideal investor profile for the ETF requires information about its risk profile, investment goals, and expense ratios.
Evaluation of ETF EA Series Trust's Fundamentals using an AI-based Rating System:
Due to the limited information available on the website, it is not possible to provide a comprehensive AI-based rating for ETF EA Series Trust's fundamentals. An accurate assessment requires data on financial performance, management, market dynamics, and other factors.
Resources and Disclaimers:
The provided website lacks information about the sources used to gather data for this analysis. It is also crucial to remember that the information provided here should not be considered financial advice. Thorough research and due diligence are necessary before making any investment decisions.
About EA Series Trust
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund is an actively managed exchange-traded fund ("ETF") that under normal conditions, invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds of varying maturities.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.