SYZLazard US Systematic Small Cap Equity ETF

Grow my money4y track recordRanked #2,002 of 2,960 in this goal

Seeks long-term capital appreciation.

By Lazard · Launched 2021

Annual Cost

0.61%

#3,181 of 5,562 · average

Fund Size

$65M

#3,334 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

4 years

#2,530 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,954+19.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Small

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 8.2% of fund✓ well diversified

LAZARD GOVT MNY MMKT INS

1.1%

Mueller Industries Inc

1.0%

Coherent Corp

0.9%

Rambus Inc

0.9%

Onto Innovation Inc

0.8%

Globus Medical Inc

0.8%

OPENLANE Inc

0.7%

Interface Inc

0.7%

Deckers Outdoor Corp

0.7%

BioMarin Pharmaceutical Inc

0.7%

Asset allocation

Stocks

98.6%

Cash

1.4%

By sector

Technology

25.7%

Industrials

19.3%

Healthcare

11.6%

Consumer Cyclical

11.5%

Financial Services

10.0%

Real Estate

5.4%

Basic Materials

5.3%

Energy

4.1%

Other

7.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

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

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Invests primarily in a diversified, long-only portfolio of small-cap U.S. equity securities, mainly common stocks. Uses a systematic investment process combining fundamental and quantitative techniques to identify opportunities.
Inception date: October 29, 2021
Fund family: Lazard