EA Series Trust has made a significant update by filing a new prospectus for its Matrix Advisors Value ETF. This filing, dated November 2, 2026, is crucial as it outlines the fund's investment strategies, fees, and risks, providing investors with essential information to make informed decisions.

The Matrix Advisors Value ETF aims to achieve a total rate of return through capital appreciation and current income. The fund is actively managed and focuses on investing in value companies, utilizing a methodology based on principles established by Benjamin Graham. This approach is particularly relevant in today's investment landscape, where clarity and transparency are paramount for investors.

Background

EA Series Trust, an investment entity incorporated in Delaware, has undergone several name changes in the past. Originally known as Alpha Architect ETF Trust and later as Empowered Funds ETF Trust, the company is now focused on managing the Matrix Advisors Value ETF. The trust operates under the SEC Act of 1933 and is listed under the SEC file number 333-195493.

What the Filing Says

The recent filing includes a detailed summary prospectus for the Matrix Advisors Value ETF, which outlines the fund's investment objectives and strategies. It states, "Before you invest, you may want to review the Fund’s Prospectus and Statement of Additional Information, which contain more information about the Fund and its risks." This emphasis on reviewing the prospectus underscores the importance of understanding the investment landscape.

Additionally, the filing details the fund's management fee of 0.75%, which is a critical factor for potential investors to consider when evaluating the cost of investing in the fund.

Impact

This update may significantly affect current and potential investors in the Matrix Advisors Value ETF. By providing clearer insights into the fund's strategies and fees, the filing enhances investor confidence and supports informed decision-making. The filing may also influence other investment funds to adopt similar transparency practices, fostering a more competitive environment in the investment sector.

What's Next

The filing does not specify what happens next. However, investors can expect ongoing updates and performance reports as the fund continues to operate under its newly outlined strategies.