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EA Series Trust (STXM)



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Upturn Advisory Summary
08/14/2025: STXM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
EA Series Trust
ETF Overview
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.
Reputation and Reliability
Hypothetical issuer, reputational details are not applicable.
Management Expertise
Hypothetical management team, expertise details are not applicable.
Investment Objective
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
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.
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 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.

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