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Upturn AI SWOT - About
EA Series Trust (STXI)
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Upturn Advisory Summary
08/14/2025: STXI (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 -8.33% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.01 - 28.93 | Updated Date 06/28/2025 |
52 Weeks Range 23.01 - 28.93 | Updated Date 06/28/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
The EA Series Trust is a US ETF offering exposure to a specific segment of the market. It primarily focuses on providing diversified exposure within a defined sector, employing a strategy tailored to its investment objective.
Reputation and Reliability
Reputation depends on the specific fund within the EA Series Trust. Review individual fund prospectuses for issuer details.
Management Expertise
Management expertise varies across the different ETFs within the EA Series Trust. Consult fund-specific materials.
Investment Objective
Goal
The primary investment goal of each ETF in the EA Series Trust varies depending on the specific fund's objective, which may include capital appreciation, income generation, or tracking a specific index.
Investment Approach and Strategy
Strategy: The ETF's strategy depends on the specific fund. Some may track specific indexes while others may use active management within a sector.
Composition Asset composition depends on the specific ETF and may include stocks, bonds, or a mix of asset classes.
Market Position
Market Share: Market share depends on the specific fund within the EA Series Trust.
Total Net Assets (AUM): AUM varies for each ETF in the EA Series Trust. Review individual fund factsheets for specific AUM data.
Competitors
Key Competitors
- VTI
- SPY
- IVV
Competitive Landscape
The ETF industry is highly competitive, with numerous players vying for market share. EA Series Trust's funds compete with larger, well-established ETFs. EA Series Trust offers diverse investment options; however, its competition possesses more significant assets and more robust liquidity.
Financial Performance
Historical Performance: Historical performance varies depending on the specific ETF. Data must be reviewed on a fund-by-fund basis.
Benchmark Comparison: Benchmark comparison varies based on the ETF's investment objective and should be reviewed individually.
Expense Ratio: Expense ratios depend on the specific fund within the EA Series Trust and can vary significantly.
Liquidity
Average Trading Volume
Average trading volume depends on the specific fund and can vary widely; it's recommended to check each individual fund's statistics.
Bid-Ask Spread
The bid-ask spread is ETF-specific and is an indication of the cost to trade EA Series Trust's funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions impact each ETF differently within the EA Series Trust, influencing its performance and outlook.
Growth Trajectory
Growth trends are ETF-specific and may involve adjustments to strategy or holdings based on market conditions.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust's competitive advantages are fund-specific, potentially including unique investment strategies, sector focus, or specialized management expertise. Its distinct investment methodologies allow it to tap into niche areas, and a robust management team may enable it to effectively navigate market volatilities. However, its competitive edge also comes down to investor preference, market conditions, and the specific strategies employed by each fund. Their ability to differentiate with sector expertise in specific sectors gives them a market edge, but ultimately are subjected to macroeconomic headwinds and sector volatility.
Risk Analysis
Volatility
Volatility varies across the ETFs offered by EA Series Trust, depending on the specific investment strategy and asset class.
Market Risk
Market risk varies, as specific risks are associated with the underlying assets of each ETF within the EA Series Trust.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF's objective and risk profile, ranging from conservative to aggressive.
Market Risk
Suitability depends on the specific ETF. Some funds are suitable for long-term investors while others are more appropriate for active traders.
Summary
The EA Series Trust offers a diverse range of ETFs targeting various sectors and investment strategies. Financial performance is dependent on market risk and volatility for each individual fund. Given the wide range of strategies and asset classes, investors should review the specific goals, holdings, and expense ratios, associated with each ETF prior to investing. EA Series Trust fund can be suitable for both long-term investors and active traders, depending on the specific fund's investment objectives and risk profile. Thorough research and considerations should be conducted based on individual preference, and the trust offers diversification based on the market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheets
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute 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 seeks to track the investment results of the index, which tracks mid- and large- cap companies of developed market countries, not including the U.S., which are selected and weighted according to free-float market capitalization. Under normal circumstances, substantially all, but at least 80% of the fund"s total assets will be invested in developed markets securities.
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.