ECML
ECML 1-star rating from Upturn Advisory

EA Series Trust (ECML)

EA Series Trust (ECML) 1-star rating from Upturn Advisory
$32.47
Last Close (24-hour delay)
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Upturn Advisory Summary

11/05/2025: ECML (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

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 3.07%
Avg. Invested days 59
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
ETF Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 26.96 - 35.90
Updated Date 06/30/2025
52 Weeks Range 26.96 - 35.90
Updated Date 06/30/2025

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

EA Series Trust

EA Series Trust(ECML) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The EA Series Trust is a collective investment vehicle designed to provide investors with exposure to a specific investment strategy or asset class. The exact focus, sector, and strategy depend on the specific series within the Trust.

Reputation and Reliability logo Reputation and Reliability

Details about the issuer's reputation and track record in the market are needed and would generally vary based on which of their offerings is being evaluated.

Leadership icon representing strong management expertise and executive team Management Expertise

Experience and expertise of the management team responsible for the ETF are needed and would generally vary based on which of their offerings is being evaluated.

Investment Objective

Icon representing investment goals and financial objectives Goal

The primary investment goal of EA Series Trust varies depending on the specific fund but generally focuses on capital appreciation, income generation, or a combination of both.

Investment Approach and Strategy

Strategy: The specific strategy (e.g., index tracking, active management, sector focus) varies depending on the fund within the EA Series Trust family.

Composition The asset composition (e.g., stocks, bonds, commodities) varies significantly depending on the individual fund's investment mandate.

Market Position

Market Share: Needs ETF EA Series Trustu2019s Detail ETF EA Series Trustu2019s market share in its sector.

Total Net Assets (AUM): To be determined based on which of their offerings is being evaluated.

Competitors

Key Competitors logo Key Competitors

Competitive Landscape

The competitive landscape varies widely depending on the specific focus of each fund within the EA Series Trust. Advantages and disadvantages would depend on the fund's strategy, expense ratio, and performance compared to competitors.

Financial Performance

Historical Performance: Historical financial performance data and review the ETFu2019s performance over different time periods to understand its track record is needed and would vary based on which of their offerings is being evaluated.

Benchmark Comparison: Comparison of the ETFu2019s performance to its benchmark index to gauge its effectiveness is needed and would vary based on which of their offerings is being evaluated.

Expense Ratio: To be determined based on which of their offerings is being evaluated.

Liquidity

Average Trading Volume

The ETF's liquidity is determined by its average trading volume, with higher volumes generally indicating greater liquidity.

Bid-Ask Spread

The bid-ask spread provides insight into the cost of trading the ETF, with narrower spreads suggesting lower transaction costs.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and current market conditions would significantly affect EA Series Trust, depending on the specific fund's investment focus.

Growth Trajectory

Growth trends and patterns of ETF EA Series Trust would depend on the specific fund and its strategy and holdings.

Moat and Competitive Advantages

Competitive Edge

EA Series Trust's competitive advantages depend on the specific fund and may include unique investment strategies, superior management expertise, or a focus on a niche market segment. These advantages can attract investors seeking specific investment outcomes. A well-defined investment strategy and effective management can contribute to stronger long-term performance. This could create a competitive edge compared to other similar investment products. These factors help to distinguish the fund within a crowded ETF market.

Risk Analysis

Volatility

EA Series Trustu2019s historical volatility needs to be assessed and would depend on which of their offerings is being evaluated.

Market Risk

Specific risks associated with EA Series Trustu2019s underlying assets needs to be assessed and would depend on which of their offerings is being evaluated.

Investor Profile

Ideal Investor Profile

The ideal investor profile for ETF EA Series Trust varies based on the specific fund, ranging from conservative investors seeking income to aggressive investors seeking capital appreciation.

Market Risk

Whether EA Series Trust is best for long-term investors, active traders, or passive index followers would depend on the specific fund's strategy and objectives.

Summary

The EA Series Trust offers a range of ETFs with varying investment objectives and strategies. Their attractiveness hinges on the specific offerings within the Trust and their ability to deliver competitive returns. Investors should carefully assess each fund's investment focus, risks, and fees before investing. The overall success of EA Series Trust depends on the issuer's ability to manage each fund effectively and meet its stated investment goals. The investor should evaluate each fund's performance and suitability carefully.

Similar ETFs

Sources and Disclaimers

Data Sources:

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in U.S. equity securities that the sub-adviser believes are under-valued and under-appreciated by the market. The sub-adviser employs a quantitative and systematic approach to long-term investing. It is expected that the fund will generally hold 60 to 70 stocks that are selected from a universe that includes all publicly traded stocks listed on the New York Stock Exchange ("NYSE") and the Nasdaq Market ("Nasdaq").