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Upturn AI SWOT - About
EA Series Trust (STXE)
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Upturn Advisory Summary
10/24/2025: STXE (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 21.6% | Avg. Invested days 78 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.57 - 31.18 | Updated Date 06/30/2025 |
52 Weeks Range 24.57 - 31.18 | Updated Date 06/30/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a collective investment vehicle designed to offer investors exposure to various asset classes or investment strategies through a diversified portfolio. It typically focuses on a specific sector or investment theme, aiming to provide returns that align with its stated objectives.
Reputation and Reliability
Details about the issuer's reputation and track record would depend on the specific sponsor of the EA Series Trust funds, requiring specific information about the individual funds within the trust.
Management Expertise
The management expertise would depend on the specific sponsor and the portfolio managers assigned to individual funds within the EA Series Trust.
Investment Objective
Goal
The investment goal of an EA Series Trust ETF depends on the specific fund; it could be capital appreciation, income generation, or tracking a specific index.
Investment Approach and Strategy
Strategy: The investment strategy depends on the individual fund within the EA Series Trust. Some funds may track an index, while others may employ active management.
Composition The assets held vary depending on the fund, including stocks, bonds, commodities, or a mix of assets.
Market Position
Market Share: Market share varies depending on the specific fund within the EA Series Trust and its respective sector.
Total Net Assets (AUM): AUM would depend on the specific fund within the EA Series Trust.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends on the specific fund within the EA Series Trust. EA Series Trust's advantages and disadvantages compared to competitors will vary depending on the specific fund's strategy, expense ratio, and performance.
Financial Performance
Historical Performance: Historical performance data would depend on the specific fund within the EA Series Trust.
Benchmark Comparison: Benchmark comparison depends on the specific fund within the EA Series Trust and its tracking index or investment mandate.
Expense Ratio: Expense ratio varies depending on the specific fund within the EA Series Trust.
Liquidity
Average Trading Volume
The average trading volume depends on the specific fund within the EA Series Trust and its popularity among investors.
Bid-Ask Spread
The bid-ask spread depends on the specific fund within the EA Series Trust and its trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions affecting EA Series Trust vary depending on the specific fund and its holdings.
Growth Trajectory
Growth trends and patterns depend on the specific fund within the EA Series Trust, including any changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust's competitive advantages depend on the specific fund, but they may include a unique investment strategy, superior management, or a focus on a niche market segment. Such advantages help the fund stand out from competitors and attract investors seeking specific investment exposures. The trust's structure allows for launching new funds with different strategies to adapt to changing market conditions. Ultimately, each fund's success hinges on its ability to deliver competitive returns and manage risk effectively.
Risk Analysis
Volatility
Volatility depends on the specific fund within the EA Series Trust and its underlying assets.
Market Risk
Market risk depends on the specific fund within the EA Series Trust's underlying assets and the overall market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific fund within the EA Series Trust, matching their risk tolerance and investment goals to the fund's strategy.
Market Risk
Suitability depends on the specific fund; some funds may be best for long-term investors, while others may be suitable for active traders.
Summary
EA Series Trust is a diversified investment vehicle offering a range of ETFs with varying investment objectives and strategies. The suitability of each fund depends on an investor's specific needs and risk tolerance. Due diligence is essential to understanding each fund's holdings, expense ratio, and historical performance. The trust offers flexibility through its ability to launch new funds tailored to emerging market trends, providing investors with a dynamic set of investment choices. Ultimately, the success of each fund rests on its ability to meet its stated objectives and provide competitive returns in its respective market niche.
Peer Comparison
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 consult with a qualified financial advisor before making any 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 | ||
The index tracks large and mid-capitalization equity securities across 24 emerging market economies, excluding China. Under normal circumstances, at least 80% of the fund"s total assets (exclusive of collateral held from securities lending) will be invested in the emerging market securities, which may include depositary receipts (including American Depository Receipts ("ADRs") or Global Depository Receipts ("GDRs") representing securities included in the index.
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