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Upturn AI SWOT - About
EA Series Trust (STXT)
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Upturn Advisory Summary
08/14/2025: STXT (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 8.75% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 18.90 - 21.11 | Updated Date 06/30/2025 |
52 Weeks Range 18.90 - 21.11 | Updated Date 06/30/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a collective investment trust designed to provide investors with exposure to a specific asset class or investment strategy. Its focus and asset allocation will depend on the specific fund within the EA Series Trust umbrella. The investment strategy is determined by each specific fund's objectives.
Reputation and Reliability
The reputation and reliability of the EA Series Trust issuer depends on the specific management company behind the individual funds within the series. Due diligence is required on each fund.
Management Expertise
Management expertise varies across the different funds within the EA Series Trust. Investors should examine the management team's experience for each specific fund.
Investment Objective
Goal
The primary investment goal varies depending on the specific fund within the EA Series Trust. It could range from capital appreciation to income generation or tracking a particular index.
Investment Approach and Strategy
Strategy: The investment strategy varies by fund. Some funds may track a specific index, while others may employ active management strategies focusing on specific sectors or asset classes.
Composition The asset composition depends entirely on the individual fund's objectives. It may include stocks, bonds, commodities, or a combination of these.
Market Position
Market Share: Market share varies significantly depending on the specific fund within EA Series Trust, as each targets potentially different sectors or strategies.
Total Net Assets (AUM): Data unavailable without specifying an individual fund within EA Series Trust.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends on the specific fund within EA Series Trust. Analyzing its competitors requires knowing its specific investment focus. Advantages and disadvantages must be assessed relative to those competitors.
Financial Performance
Historical Performance: Historical performance data is not available without specifying an individual fund within EA Series Trust.
Benchmark Comparison: Benchmark comparison is not possible without specifying an individual fund within EA Series Trust and its respective benchmark.
Expense Ratio: Expense ratio varies by fund within EA Series Trust. Data unavailable without specifying an individual fund within the series.
Liquidity
Average Trading Volume
Average trading volume depends on the specific fund within EA Series Trust; this information is unavailable without specifying a particular fund.
Bid-Ask Spread
The bid-ask spread varies depending on the specific fund within EA Series Trust, information which requires specifying a particular fund.
Market Dynamics
Market Environment Factors
Market environment factors impacting EA Series Trust depend on the specific fund's investment focus and sector. General economic indicators and market conditions will influence its performance.
Growth Trajectory
Growth trends and patterns of EA Series Trust funds will vary based on the individual fund's strategy and asset allocation.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust's competitive advantages, if any, are specific to each individual fund within the trust. Advantages might include unique investment strategies, specialized expertise, or access to particular markets. Without more specific information, a general overview is difficult. A potential advantage could be the flexibility offered by the series structure to adapt to changing market conditions or investor needs.
Risk Analysis
Volatility
Volatility depends entirely on the specific fund's holdings within EA Series Trust. Funds with equities will likely be more volatile than those with bonds.
Market Risk
Market risks associated with EA Series Trust vary depending on the underlying assets of each individual fund. Equity funds are subject to equity market risk, while bond funds are subject to interest rate and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific fund within EA Series Trust. Investors seeking broad market exposure, or those with specific sector interest would benefit.
Market Risk
Suitability depends on the specific fund within EA Series Trust. Some funds may be appropriate for long-term investors, while others might suit active traders seeking shorter-term gains.
Summary
EA Series Trust offers a range of investment options through its various funds, each with its own specific investment objective and strategy. Analyzing the suitability of an EA Series Trust fund requires examining its asset allocation, expense ratio, and historical performance. Investors should conduct thorough research and due diligence on each fund before making investment decisions. It's crucial to align the fund's objectives with the investor's risk tolerance and financial goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
Disclaimers:
Data and analysis are based on general information about EA Series Trust and may not be accurate or complete for any specific fund within the series. Consult a financial advisor before making 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 fund is an actively managed exchange-traded fund ("ETF") that under normal conditions, invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds of varying maturities.
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