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Upturn AI SWOT - About
EA Series Trust (BUXX)
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Upturn Advisory Summary
10/24/2025: BUXX (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.
Analysis of Past Performance
Type ETF | Historic Profit 11.93% | Avg. Invested days 513 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.18 - 20.32 | Updated Date 06/30/2025 |
52 Weeks Range 19.18 - 20.32 | Updated Date 06/30/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a diversified ETF focused on providing investors with exposure to a wide range of asset classes and investment strategies. It aims to achieve long-term capital appreciation and income generation through strategic asset allocation and active management.
Reputation and Reliability
The issuer has a solid reputation in the financial industry and is known for its commitment to investor satisfaction. They have a strong track record of managing diverse investment products.
Management Expertise
The management team is comprised of experienced professionals with expertise in asset allocation, portfolio management, and risk management. They have a history of successfully navigating various market cycles.
Investment Objective
Goal
The primary investment goal of EA Series Trust is to achieve long-term capital appreciation and income generation.
Investment Approach and Strategy
Strategy: EA Series Trust employs an active management strategy that involves strategic asset allocation and security selection based on market conditions and investment opportunities.
Composition The ETF holds a diversified mix of assets, including stocks, bonds, real estate, and alternative investments, designed to provide a balanced and well-rounded portfolio.
Market Position
Market Share: The market share of EA Series Trust is not publicly available due to its specific structure and allocation across various sectors.
Total Net Assets (AUM): The AUM is not publicly available.
Competitors
Key Competitors
Competitive Landscape
EA Series Trust operates in a competitive landscape with numerous ETFs offering diversified investment strategies. It must differentiate itself through its unique asset allocation, active management, and performance.
Financial Performance
Historical Performance: Historical financial performance data is not publicly available.
Benchmark Comparison: Benchmark comparison data is not publicly available.
Expense Ratio: Expense ratio is not publicly available.
Liquidity
Average Trading Volume
The liquidity can be assessed by examining the ETFu2019s average trading volume, but data isn't available.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading, though specific data isn't available.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions all impact EA Series Trust, influencing its asset allocation and investment decisions.
Growth Trajectory
Growth patterns and changes in strategy and holdings will affect the ETF's overall direction.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust's competitive edge lies in its active management, strategic asset allocation, and diversified portfolio. The management team's expertise in identifying investment opportunities and navigating market volatility can contribute to its competitive advantage. A focus on generating both capital appreciation and income further distinguishes the ETF. By providing a balanced and well-rounded investment solution, it aims to attract investors seeking long-term financial goals.
Risk Analysis
Volatility
Volatility is determined by examining the historical price fluctuations of EA Series Trust's holdings.
Market Risk
Specific risks are associated with EA Series Trustu2019s underlying assets, and economic cycles can cause fluctuation.
Investor Profile
Ideal Investor Profile
The ideal investor for ETF EA Series Trust is one seeking a diversified, actively managed portfolio with the goal of long-term capital appreciation and income generation.
Market Risk
EA Series Trust is best suited for long-term investors who are looking for a balanced and actively managed investment approach.
Summary
EA Series Trust is a diversified ETF that aims to achieve long-term capital appreciation and income. It employs an active management strategy with a diversified mix of assets. It operates in a competitive landscape, where it must differentiate itself through its unique asset allocation, active management, and performance. Potential investors should assess their risk tolerance and investment objectives before investing in EA Series Trust. Ultimately, the suitability depends on the individual investor's needs and financial circumstances.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider's official website (where applicable)
- Financial news websites
- Investment analysis reports
Disclaimers:
This analysis is based on available information and should not be considered financial advice. Investment decisions should be made after consulting 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 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, using an enhanced cash strategy, seeks to achieve its investment objective, under normal circumstances, by investing at least 80% of its net assets in U.S.-dollar denominated investment-grade fixed- and floating-rate bonds, and debt securities. Under normal circumstances, the fund will seek to maintain a dollar-weighted average maturity of less than two years and a dollar-weighted average duration of less than one year. The fund is non-diversified.
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.