Lazard US Systematic Small Cap Equity ETF

Frequently Asked Questions About SYZ

What does SYZ invest in?

A mutual fund that invests primarily in equity securities of small-capitalization U.S. companies (within the Russell 2000 range). It uses a systematic, “Insight-driven” investment approach combining fundamental and quantitative techniques to select investments, focusing on recurring market inefficiencies.

What is the expense ratio of SYZ?

Lazard US Systematic Small Cap Equity ETF (SYZ) charges an expense ratio of 0.74%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SYZ?

Lazard US Systematic Small Cap Equity ETF (SYZ) manages $52.9M 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 SYZ actively managed or an index fund?

SYZ is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (SYZ's is 0.74%) because there's no security selection cost.

When was SYZ launched?

Lazard US Systematic Small Cap Equity ETF (SYZ) launched in July 2014 and is managed by Lazard.

How has SYZ performed?

SYZ'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.