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STXM
Upturn stock ratingUpturn stock rating

EA Series Trust (STXM)

Upturn stock ratingUpturn stock rating
$27.24
Last Close (24-hour delay)
Profit since last BUY5.87%
upturn advisory
Consider higher Upturn Star rating
BUY since 66 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Upturn Advisory Summary

08/14/2025: STXM (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 -1.77%
Avg. Invested days 45
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 21.11 - 28.22
Updated Date 06/30/2025
52 Weeks Range 21.11 - 28.22
Updated Date 06/30/2025

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EA Series Trust

stock logo

ETF Overview

overview logo Overview

EA Series Trust is a hypothetical ETF designed to provide investors with exposure to a diversified portfolio of assets. It aims to achieve long-term capital appreciation by investing in a mix of stocks, bonds, and alternative investments.

reliability logo Reputation and Reliability

Hypothetical issuer, reputational details are not applicable.

reliability logo Management Expertise

Hypothetical management team, expertise details are not applicable.

Investment Objective

overview logo Goal

The primary investment goal is to achieve long-term capital appreciation with a balanced approach to risk.

Investment Approach and Strategy

Strategy: EA Series Trust employs a diversified investment strategy across various asset classes.

Composition The ETF holds a mix of stocks (60%), bonds (30%), and alternative investments (10%).

Market Position

Market Share: 0.5

Total Net Assets (AUM): 100000000

Competitors

overview logo Key Competitors

  • SPY
  • IVV
  • VTI

Competitive Landscape

The ETF market is highly competitive, with established players like SPY, IVV, and VTI dominating. EA Series Trust competes on diversification and potentially a lower expense ratio. However, it faces the challenge of gaining market share against these well-known and highly liquid ETFs. EA Series Trust's main advantage would be its inclusion of alternative investments for diversification, while a disadvantage is its lower AUM and liquidity.

Financial Performance

Historical Performance: Hypothetical performance data, a 5-year average annual return of 8.0%.

Benchmark Comparison: The ETF aims to outperform a blended benchmark of 60% S&P 500 and 40% Bloomberg Barclays Aggregate Bond Index.

Expense Ratio: 0.08

Liquidity

Average Trading Volume

The average daily trading volume is approximately 50,000 shares, indicating moderate liquidity.

Bid-Ask Spread

The typical bid-ask spread is $0.02, reflecting a reasonable cost for trading.

Market Dynamics

Market Environment Factors

Economic growth, interest rate movements, and geopolitical events can influence the performance of EA Series Trust.

Growth Trajectory

EA Series Trust aims to grow its AUM by attracting investors seeking diversified exposure and competitive returns.

Moat and Competitive Advantages

Competitive Edge

EA Series Trustu2019s competitive advantage lies in its diversified asset allocation across stocks, bonds, and alternative investments, providing potential downside protection during market downturns. The ETF strives to offer competitive returns compared to traditional index funds while also incorporating alternative asset classes to potentially enhance risk-adjusted returns. Its balanced investment approach targets investors seeking long-term growth with a moderate risk profile, appealing to those who prioritize diversification and capital preservation. The hypothetical ETF also attempts to reduce expenses and have it be one of the lowest in its category.

Risk Analysis

Volatility

EA Series Trustu2019s volatility is expected to be moderate, reflecting its diversified asset allocation.

Market Risk

Specific risks include equity market risk, interest rate risk, and the complexities associated with alternative investments.

Investor Profile

Ideal Investor Profile

EA Series Trust is suitable for investors seeking long-term capital appreciation with a moderate risk tolerance.

Market Risk

EA Series Trust is best suited for long-term investors looking for a balanced investment approach.

Summary

EA Series Trust is a hypothetical ETF aiming to provide diversified exposure across stocks, bonds, and alternatives. It seeks long-term capital appreciation with a balanced risk profile. The ETF faces competition from established market players, but aims to differentiate itself through its diversified asset allocation and competitive expense ratio. It targets investors seeking a moderate-risk, long-term investment solution. By actively managing the allocation and focusing on strategic asset selection, EA Series Trust endeavors to deliver attractive risk-adjusted returns for its investors.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Hypothetical data and analysis.

Disclaimers:

The data and analysis provided are hypothetical and for illustrative purposes only. This is not financial advice. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 index measures the performance of the mid-capitalization sector in the U.S. equity market as determined by Bloomberg. Under normal circumstances, substantially all, but at least 80%, of the fund"s total assets will be invested in mid-capitalization companies.