SYZLazard US Systematic Small Cap Equity ETF
Seeks long-term capital appreciation.
By Lazard · Launched 2021
Annual Cost
0.61%
#3,414 of 6,040 · average
Fund Size
$67M
#3,449 of 6,040 · mid-size
Return (1Y)
+18.7%
Track Record
4 years
#2,484 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,890+18.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 8.9% of funddiversified
LAZARD GOVT MNY MMKT INS
1.3%
Viavi Solutions Inc
1.1%
Onto Innovation Inc
1.0%
Mueller Industries Inc
0.9%
Coherent Corp
0.9%
Methanex Corp
0.8%
Phibro Animal Health Corp
0.8%
Adeia Inc
0.8%
ESCO Technologies Inc
0.7%
Globus Medical Inc
0.7%
Asset allocation
Stocks
99.0%
Cash
1.0%
By sector
Technology
23.7%
Industrials
16.3%
Financial Services
14.2%
Healthcare
12.6%
Consumer Cyclical
11.1%
Real Estate
6.5%
Basic Materials
5.4%
Energy
4.1%
Other
6.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.1%Moderate
Year-on-year price swings
Max drawdown
-8.0%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a diversified, long-only portfolio primarily invested in equity securities of small capitalization U.S. companies. Utilizes a systematic investment framework to identify and select securities based on fundamental and quantitative techniques.
- Inception date
- October 29, 2021
- Fund family
- Lazard
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Data updated on 2026-09-18