Symbols

SYZ

Lazard US Systematic Small Cap Equity ETF·NASDAQ

--(--)

Key Stats

Assets Under Management

56.32MUSD

Fund Flows (1Y)

-3.77MUSD

Dividend Yield

Discount/Premium to NAV

0.03%

Shares Outstanding

2.19M

Expense Ratio

0.60%

About Lazard US Systematic Small Cap Equity ETF

Issuer

Lazard Asset Management LLC

Brand

Lazard

Home Page

https://www.lazardassetmanagement.com/us/en_us/investment-solutions/how-to-invest/108/6501

Inception Date

Oct 29, 2021

Structure

Open-Ended Fund

Index Tracked

Management Style

Active

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

Lazard Asset Management LLC

Distributor

Foreside Fund Services LLC

SYZ seeks long-term capital appreciation by investing in a diversified portfolio of small cap US stocks. Our strategy, rooted in fundamental and quantitative techniques, leverages a proprietary, systematic framework of Automated Fundamental Analysts built to identify high-conviction opportunities within the under-covered, inefficient small-cap universe and aims to deliver outsized returns across market cycles.