(EAGL) The 2023 Series Trust - NYSE

ETF Category: Large Blend | Exchange: NYSE (USA) | Market Cap: 4.180m USD | Total Return: 8.9% in 12m

Common Shares, Preferred Shares, Investment Companies, Depositary Receipts
Total Rating 30
Safety 33
Buy Signal -0.95
Large Blend
Category Rotation: -9.4
AUM: 4.18B
Avg Turnover: 9.44M
Risk 3d forecast
Volatility20.2%
VaR 5th Pctl3.78%
VaR vs Median4.05%
Reward TTM
Sharpe Ratio0.39
Rel. Str. IBD34.1
Rel. Str. Peer Group3.3
Character TTM
Beta0.785
Beta Downside0.825
Hurst Exponent0.566
Drawdowns 3y
Max DD15.09%
CAGR/Max DD0.77
CAGR/Mean DD4.44

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: EAGL The 2023 Series Trust

The 2023 ETF Series Trust (EAGL) is a non-diversified exchange-traded fund that allocates at least 80% of its net assets to equity securities. Its portfolio includes common and preferred shares, other equity-focused investment companies, and depositary receipts such as ADRs and GDRs. This structure allows the fund to maintain exposure to both domestic and international markets within a single vehicle.

As a Large Blend ETF, EAGL typically targets established companies with market capitalizations that offer a balance between growth potential and value stability. The funds non-diversified status permits a higher concentration in specific issuers compared to diversified funds, which can increase potential returns but also heightens sensitivity to the performance of individual holdings. Investors may find it useful to examine ValueRay for deeper insights into these specific holdings.

Headlines to Watch Out For
  • Global equity market performance drives net asset value appreciation
  • Expense ratio competitiveness influences fund inflows and total returns
  • Concentration risk increases volatility due to non-diversified fund structure
  • US and international macroeconomic stability dictates underlying security valuations
What is the price of EAGL shares?

As of June 20, 2026, the stock is trading at USD 31.76 with a total of 225,560 shares traded.
Over the past week, the price has changed by -1.79%, over one month by -2.96%, over three months by +3.22% and over the past year by +8.91%.

Is EAGL a buy, sell or hold?

The 2023 Series Trust has no consensus analysts rating.