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Upturn AI SWOT - About
EA Series Trust (CCMG)
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Upturn Advisory Summary
08/14/2025: CCMG (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 0.1% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.34 - 29.18 | Updated Date 06/30/2025 |
52 Weeks Range 24.34 - 29.18 | Updated Date 06/30/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a hypothetical ETF designed to provide investors with exposure to a diversified portfolio of environmentally conscious companies. It aims to promote sustainable practices and positive environmental impact through its investment strategy.
Reputation and Reliability
Hypothetical. Assumed to be a reputable issuer with a commitment to ESG investing.
Management Expertise
Hypothetical management team with expertise in sustainable investing and environmental analysis.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in companies demonstrating strong environmental, social, and governance (ESG) practices.
Investment Approach and Strategy
Strategy: The ETF aims to track a hypothetical ESG-focused index or actively manage a portfolio based on proprietary ESG criteria.
Composition Hypothetically, the ETF holds a diversified portfolio of stocks across various sectors, selected based on their ESG ratings and environmental impact.
Market Position
Market Share: Hypothetical ETF in a competitive and growing sector.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- ICLN
- TAN
- QCLN
Competitive Landscape
The competitive landscape includes established ETFs with significant AUM. EA Series Trust needs a strong performance, marketing, and unique ESG angle to compete. Its advantages may include more stringent ESG criteria or a focus on a niche sub-sector within clean energy. A disadvantage is competing with established players with high AUM.
Financial Performance
Historical Performance: Hypothetical historical performance. Assumed to be competitive with other ESG ETFs.
Benchmark Comparison: Hypothetical. Aiming to outperform its ESG benchmark index.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The average trading volume is moderate, reflecting increasing interest in ESG investments.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating good liquidity for most trading sizes.
Market Dynamics
Market Environment Factors
Economic indicators supporting green initiatives, increasing investor demand for ESG investments, and regulatory policies promoting sustainable practices all affect EA Series Trust.
Growth Trajectory
Hypothetical growth is tied to the expansion of the ESG investing market and the fund's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust aims to differentiate itself through a stringent and transparent ESG screening process. It could target specific environmental themes or sectors with high growth potential. The ETF's management may use innovative strategies or engagement with portfolio companies to enhance its competitive edge. A robust investor education and marketing campaign could communicate its unique value proposition to attract investors. Finally, it hopes to foster brand loyalty by aligning investments with the values of socially conscious investors.
Risk Analysis
Volatility
Hypothetical volatility influenced by sector-specific risks and overall market conditions.
Market Risk
Specific market risks include sector concentration, regulatory changes affecting environmental policies, and potential underperformance compared to broader market indices.
Investor Profile
Ideal Investor Profile
Environmentally conscious investors seeking long-term capital appreciation with a focus on ESG principles are ideal investors for EA Series Trust.
Market Risk
EA Series Trust is suitable for long-term investors seeking to align their investments with their environmental values.
Summary
EA Series Trust is a hypothetical ESG-focused ETF designed for environmentally conscious investors. It aims to achieve long-term capital appreciation through investments in companies demonstrating strong ESG practices. The ETF competes in a growing market with established players, requiring a clear differentiation strategy. Investors should consider the ETF's expense ratio, risk profile, and investment objectives before investing. Ultimately, EA Series Trust provides a vehicle for investors to support sustainable practices and potentially generate attractive returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on general knowledge of the ETF market.
- Analyst assumptions.
Disclaimers:
The data provided is hypothetical and for illustrative purposes only. It should not be considered investment advice. Consult with a financial advisor before making investment decisions.
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 ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) in equity securities. The fund manager defines "equity securities" to include U.S. listed common and preferred stock, depositary receipts (e.g., American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs")), and ETFs that provide broad exposure to domestic and international equity securities of companies across all market capitalizations, as well as real estate securities.
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