CCMG
+1.80 · +5.91%
$32.29 · NYSE ARCA

EA Series Trust (CCMG) ETF Analysis | Global Large-Stock Value

CCM Investment Group, LLC · USA
AUM:$1.1B
#– of – in Global Large-Stock Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 26.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.34% — competitive for the exposure provided.

What is CCMG?

Under normal circumstances, the fund will invest at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) in equity securities. The fund manager defines "equity securities" to include U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
CCMG delivered 26.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.34%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 53.6% of the ETF — significant weight in a small number of names.
ETF Information
AUM$1.1B
Expense Ratio0.34%
Dividend Yield2.52%
Holdings49
Inception DateJan 2024
Domicile–
Distribution–
Index–
ProviderCCM Investment Group, LLC
Beta–
CategoryGlobal Large-Stock Value
CurrencyUSD
Portfolio Impact

How would CCMG affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.4%
1Y
+32.3%
3Y
+43.0%
5Y
+43.0%
OpenBook InsightIf you had invested £10,000 in CCMG 5 years ago, it would have grown to £14,297 — a gain of £4,297.

Annual Returns

Calendar year performance

CCMG delivered positive returns in 3 of the last 3 calendar years.
YearCCMG
2026 YTD+7.0%
2025+19.1%
2024+11.5%
CAGR 2yr+15.2%
3/3 positive yearsAvg return: +12.5%Worst year: +7.0% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
100%
Positive
Volatility
16.4%
Low
Momentum
-2.8%
30-day change
Support Level
32.07
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.