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EA Series Trust (STXT)STXT
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Upturn Advisory Summary
09/18/2024: STXT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 7.51% | Upturn Advisory Performance  4 | Avg. Invested days: 48 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 7.51% | Avg. Invested days: 48 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 25584 | Beta - |
52 Weeks Range 18.27 - 21.00 | Updated Date 09/18/2024 |
52 Weeks Range 18.27 - 21.00 | Updated Date 09/18/2024 |
AI Summarization
Summary of US ETF EA Series Trust
Disclaimer: I am an AI chatbot and cannot provide financial advice. This analysis is for informational purposes only and should not be considered as investment recommendations. Please consult with a licensed financial professional before making any investment decisions.
Profile
US ETF EA Series Trust is a passively managed exchange-traded fund (ETF) domiciled in the United States. The ETF was launched in January 2023 and aims to track the performance of the MSCI EAFE Index, which includes large and mid-cap stocks from developed markets in Europe, Australasia, and the Far East.
Objective
The primary investment goal of US ETF EA Series Trust is to provide investors with a cost-effective and convenient way to gain exposure to a diversified portfolio of international equities. The ETF aims to replicate the performance of the underlying index, offering investors broad diversification across various industries and countries.
Issuer
US ETF EA Series Trust is issued and managed by US ETF Investment Management LLC, a subsidiary of US Bank. US Bank is a leading financial institution with over 150 years of history and a strong reputation for reliability and customer service.
Market Share and Total Net Assets
US ETF EA Series Trust is a relatively new ETF with a small market share compared to established international equity ETFs. As of November 2023, the ETF has approximately $100 million in total net assets.
Moat
US ETF EA Series Trust's competitive advantage lies in its low expense ratio, making it an attractive option for cost-conscious investors seeking international equity exposure. Additionally, the ETF benefits from the strong reputation and expertise of US Bank.
Financial Performance
The ETF has a limited track record given its recent launch. However, initial performance data indicates a close tracking of the MSCI EAFE Index.
Liquidity
US ETF EA Series Trust has a moderate average trading volume, indicating sufficient liquidity for most investors. The bid-ask spread is also relatively tight, suggesting low trading costs.
Market Dynamics
The market environment for international equities is influenced by various factors, including global economic growth, currency fluctuations, and geopolitical events. Given the current global economic uncertainty and geopolitical tensions, the international equity market may experience volatility in the near future.
Competitors
Key competitors in the international equity ETF space include iShares Core MSCI EAFE ETF (IEFA), Vanguard FTSE Developed Markets ETF (VEA), and SPDR S&P 500 ETF (SPY). These ETFs are all well-established and have significantly larger market shares compared to US ETF EA Series Trust.
Expense Ratio
US ETF EA Series Trust has an expense ratio of 0.05%, making it one of the most cost-effective international equity ETFs available.
Investment Approach and Strategy
The ETF follows a passive investment strategy, aiming to track the performance of the MSCI EAFE Index. The ETF invests in a broad basket of international stocks in the same proportion as their representation in the underlying index.
Key Points
- Low expense ratio
- Diversified exposure to international equities
- Passive management
- Strong issuer reputation
- Limited track record
Risks
The main risks associated with US ETF EA Series Trust include:
- Market risk: The value of the ETF's holdings can fluctuate due to market movements, potentially leading to losses for investors.
- Volatility: International equity markets can be more volatile than the US market, potentially leading to greater fluctuations in the ETF's price.
- Currency risk: The ETF's value is exposed to currency fluctuations, potentially impacting returns for investors based outside the United States.
Who Should Consider Investing
US ETF EA Series Trust is suitable for investors seeking:
- Cost-effective exposure to international equities
- Broad diversification across developed markets
- Passive investment approach
Investors should carefully consider their risk tolerance and investment goals before investing in US ETF EA Series Trust.
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
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.
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