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Upturn AI SWOT - About
EA Series Trust (TBG)
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Upturn Advisory Summary
09/16/2025: TBG (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 9.43% | Avg. Invested days 53 | 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 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.89 - 33.85 | Updated Date 06/30/2025 |
52 Weeks Range 27.89 - 33.85 | Updated Date 06/30/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
The EA Series Trust is a hypothetical ETF designed to offer exposure to a specific market segment, potentially focusing on a particular sector or investment strategy. Its objectives would depend on the specific fund within the trust.
Reputation and Reliability
As a hypothetical ETF, the EA Series Trust does not have an established reputation. A real fund's reputation would be based on its historical performance, regulatory compliance, and investor relations.
Management Expertise
Without specific details on the fund's management team, it's impossible to assess their expertise. A real fund's prospectus would detail the manager's experience and qualifications.
Investment Objective
Goal
The investment goal of a fund within the EA Series Trust would vary depending on its specific mandate. It could aim for capital appreciation, income generation, or a combination of both.
Investment Approach and Strategy
Strategy: The strategy could involve tracking a specific index, actively managing a portfolio, or employing a factor-based approach. Details would be available in the fund's prospectus.
Composition The asset composition would depend on the fund's investment strategy. It could include stocks, bonds, commodities, or a mix of asset classes. The specific holdings would be disclosed periodically.
Market Position
Market Share: Hypothetical, no market share data available.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
Given that EA Series Trust is hypothetical, it has no current position. In a real scenario, the competitive landscape is highly dynamic, with ETFs vying for market share through lower fees, superior performance, or innovative investment strategies. Competitors are generally extremely large ETF providers.
Financial Performance
Historical Performance: No historical performance data is available for this hypothetical ETF.
Benchmark Comparison: There is no benchmark comparison data since the fund is hypothetical.
Expense Ratio: 0.00
Liquidity
Average Trading Volume
Being hypothetical, the EA Series Trust has no trading volume.
Bid-Ask Spread
Since there are no trades, there is no bid-ask spread.
Market Dynamics
Market Environment Factors
The performance of the EA Series Trust would be influenced by broad economic trends, sector-specific developments, and prevailing market sentiment, depending on the hypothetical fund's investment focus.
Growth Trajectory
Without a real-world fund to analyze, there are no growth trends or patterns to discuss.
Moat and Competitive Advantages
Competitive Edge
As a hypothetical fund, EA Series Trust has no moat or competitive advantage. A real fund would need a unique selling proposition, such as a proprietary investment strategy, lower fees, or access to a niche market, to attract investors. Effective management and consistent performance relative to risk are also vital. Branding can also be a factor.
Risk Analysis
Volatility
Since it is hypothetical, the EA Series Trust has no volatility.
Market Risk
The market risk would depend entirely on the specific assets held by a hypothetical fund within the EA Series Trust. Equity funds would be exposed to stock market risk, while bond funds would be subject to interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile would depend entirely on the specific investment objective and risk profile of a hypothetical fund within the EA Series Trust.
Market Risk
Suitability would vary based on the fund's strategy. An index-tracking fund might suit passive investors, while an actively managed fund might appeal to those seeking alpha.
Summary
The EA Series Trust is a hypothetical ETF structure. Without specific details about the fund's investment strategy, it's impossible to provide a comprehensive analysis. A real-world fund's success would depend on its ability to deliver consistent returns, manage risk effectively, and attract investors through clear communication and competitive fees. Investors should review the full prospectus and consult with a financial advisor before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data; no real-world sources used.
Disclaimers:
This analysis is based on hypothetical information and should not be considered investment advice. 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 ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing in equity securities of small-, mid- and large- capitalization companies that the sub-adviser believes have the potential to grow their dividends over time. The fund will invest primarily in companies that have operations in and/or domiciled in the U.S. and that trade on U.S. stock exchanges. In addition, the fund may invest in real estate investment trusts (REITs) and master limited partnerships (MLPs).
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.