- What does IDEQ invest in?
- This actively managed Exchange-Traded Fund (ETF) endeavors to generate significant long-term capital growth for investors. It achieves this by investing in a diverse collection of companies operating across global markets. The fund's investment strategy utilizes a structured, bottom-up methodology, selecting individual securities based on key analytical dimensions such as their Value, Growth potential, inherent Quality, and prevailing market Sentiment. This systematic framework is also enhanced and refined by the application of seasoned human expertise.
- What is the expense ratio of IDEQ?
- Lazard International Dynamic Equity ETF (IDEQ) charges an expense ratio of 0.40%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is IDEQ?
- Lazard International Dynamic Equity ETF (IDEQ) manages $1.80B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is IDEQ actively managed or an index fund?
- IDEQ is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (IDEQ's is 0.40%) in exchange for the discretion to over- or under-weight positions.
- When was IDEQ launched?
- Lazard International Dynamic Equity ETF (IDEQ) launched in May 2015 and is managed by Lazard.
- How has IDEQ performed?
- IDEQ's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
