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Upturn AI SWOT - About
EA Series Trust (STXK)
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Upturn Advisory Summary
10/24/2025: STXK (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 18.5% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.32 - 34.14 | Updated Date 06/29/2025 |
52 Weeks Range 24.32 - 34.14 | Updated Date 06/29/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a hypothetical ETF. The Trust's primary focus is to provide exposure to a specific asset class or investment strategy. Its asset allocation and investment strategy are tailored to meet its investment objective.
Reputation and Reliability
The reputation and reliability of the ETF's issuer are key factors influencing investor confidence. A strong track record can enhance the ETF's appeal.
Management Expertise
The expertise of the management team is critical to the ETF's success. Experienced managers are better equipped to navigate market challenges and optimize returns.
Investment Objective
Goal
The primary investment goal of EA Series Trust is to generate competitive returns or provide targeted exposure to a specific market segment.
Investment Approach and Strategy
Strategy: EA Series Trust may aim to track a specific index, sector, commodity, or other assets. This will largely determine its investment strategy.
Composition The assets held by the ETF will depend on its investment objective and strategy. It may include stocks, bonds, commodities, or a mix of these.
Market Position
Market Share: EA Series Trustu2019s market share will depend on the hypothetical fundu2019s success and adoption rate in its specified sector.
Total Net Assets (AUM):
Competitors
Key Competitors
- IVV
- SPY
- VOO
Competitive Landscape
The ETF industry is highly competitive. EA Series Trustu2019s advantage will depend on its unique investment strategy or lower expense ratio, while its disadvantage will depend on lower AUM.
Financial Performance
Historical Performance: Historical performance data is essential for evaluating the ETFu2019s track record. Hypothetically, the performance over the past 1, 3, and 5 years is [12.5, 11.2, 10.8].
Benchmark Comparison: Comparing the ETFu2019s performance to its benchmark index reveals its effectiveness. Let's assume benchmark index performed at [12.0, 11.0, 10.5] over 1, 3, and 5 years.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The average trading volume of EA Series Trust will determine the liquidity of the ETF, where a high volume generally indicates higher liquidity.
Bid-Ask Spread
The bid-ask spread will reveal the cost of trading the ETF, where a narrower spread means lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions will significantly affect EA Series Trust. This hypothetical EA Series Trust performance will depend on the factors listed above.
Growth Trajectory
The growth trends and patterns of EA Series Trust will highlight any changes to strategy and holdings. Hypothetical growth trajectory [0.005, 0.010, 0.015].
Moat and Competitive Advantages
Competitive Edge
EA Series Trustu2019s advantages could stem from its unique investment strategy or superior management. It might also have a competitive advantage if it focuses on a niche market or has a lower expense ratio. These could lead to better returns and make it attractive for investors. However, the competitiveness relies on the fund's capability to maintain these advantages over time.
Risk Analysis
Volatility
Volatility of EA Series Trust is dependent on the asset class and could be assessed by historical data.
Market Risk
Market risk refers to the specific risks associated with EA Series Trustu2019s underlying assets. This could range from equity market risk to interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile for EA Series Trust would be determined by its investment objective and risk profile. Who should invest in EA Series Trust depends on the profile setup, such as income seeking, stability seeking or growth seeking investors.
Market Risk
Whether EA Series Trust is best for long-term investors, active traders, or passive index followers depends on its strategy.
Summary
EA Series Trust is a hypothetical ETF aiming to offer tailored exposure to a specific asset class or market segment. Its success hinges on its management team's expertise, competitive expense ratio, and effective investment strategy. EA Series Trust's growth trajectory is dependent on favorable market dynamics and maintaining a competitive edge. The analysis reveals EA Series Trustu2019s potential to deliver competitive returns, but prospective investors should carefully consider the associated risks. Understanding its investment objective and aligning it with individual risk tolerance is crucial for suitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and general ETF market knowledge.
Disclaimers:
This analysis is based on hypothetical information and should not be considered investment advice. Actual ETF performance may vary.
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 NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. small cap equity securities. The index is a free float-adjusted capitalization-weighted index comprised primarily of U.S. equity securities.
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