(BUXX) EA Series Trust - Ratings and Ratios

The EA Series Trust (NYSE: BUXX) is an actively-managed exchange-traded fund (ETF) designed to execute an enhanced cash strategy. It primarily invests in U.S. dollar-denominated, investment-grade fixed and floating-rate bonds and debt securities, with at least 80% of its net assets allocated to these securities. The fund is non-diversified, allowing it to concentrate its investments in fewer securities, which may amplify risks and returns.

The funds portfolio is structured to maintain a dollar-weighted average maturity of less than two years and a duration of under one year. This approach aims to mitigate interest rate sensitivity and provide liquidity. The funds managers actively select securities, focusing on preserving capital while seeking competitive returns through an enhanced cash strategy.

As of recent data, the fund has an average 20-day volume of 168,998 shares, indicating moderate liquidity. The last price of $20.31 is slightly above the 20-day SMA of $20.27 but marginally higher than the 50-day SMA of $20.20. The 200-day SMA stands at $19.87, suggesting a gradual upward trend. The Average True Range (ATR) of 0.04 reflects low volatility, typical of ultrashort bond ETFs.

The funds assets under management (AUM) total $218.60 million, demonstrating investor confidence in its strategy. With a focus on short-duration, investment-grade securities, BUXX appeals to investors seeking low-risk, cash-like returns. Its actively-managed approach allows for dynamic adjustments in response to market conditions, aiming to optimize returns while maintaining a conservative risk profile.