Lazard US Systematic Small Cap Equity ETF

Frequently Asked Questions About SYZ

What does SYZ invest in?

Lazard Active ETF Trust - Lazard US Systematic Small Cap Equity ETF is an exchange traded fund launched and managed by Lazard Asset Management LLC. It invests in small cap companies of United States region. The fund invests in growth and value stocks of small-cap companies, within the market capitalization range of the Russell 2000 Index. The fund employs fundamental and quantitative analysis to create it's portfolio. It seeks to benchmark the performance of its portfolio against the Russell 3000 Index and the Russell 2000 Index. It employs proprietary research to create its portfolio. Lazard Active ETF Trust - Lazard US Systematic Small Cap Equity ETF was formed on October 29, 2021 and is domiciled in the United States.

What is the expense ratio of SYZ?

Lazard US Systematic Small Cap Equity ETF (SYZ) charges an expense ratio of 0.60%. 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 $66.3M 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 0.60%) because there's no security selection cost.

When was SYZ launched?

Lazard US Systematic Small Cap Equity ETF (SYZ) launched in October 2021 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.