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STXT
Upturn stock ratingUpturn stock rating

EA Series Trust (STXT)

Upturn stock ratingUpturn stock rating
$19.83
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

01/21/2025: STXT (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 3.4%
Avg. Invested days 41
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn 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.

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