SYZ
Lazard US Systematic Small Cap Equity ETF·NASDAQ
--
--(--)
--
--(--)
Key Stats
Assets Under Management
57.85MUSD
Fund Flows (1Y)
--
Dividend Yield
--
Discount/Premium to NAV
--
Shares Outstanding
--
Expense Ratio
0.60%
About Lazard US Systematic Small Cap Equity ETF
Issuer
Lazard Asset Management LLC
Brand
Lazard
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.
Classification
Asset Class
Equity
Category
Size and Style
Focus
Small Cap
Niche
Broad-based
Strategy
Active
Geography
--
Weighting Scheme
Proprietary
Selection Criteria
Proprietary
Returns
1-Month | 3-Month | YTD | 1-Year | 3-Year | 5-Year | |
|---|---|---|---|---|---|---|
Price Performance | +5.07% | +9.06% | +7.59% | +8.45% | +8.45% | +8.45% |
NAV Total Return | +1.15% | +10.21% | +3.85% | — | — | — |
Ratings
No data is currently available
Ainvest’s AI-powered ETF Scoring Algorithm, built to help retail investors make smarter, data-driven decisions. Leveraging deep learning, reinforcement learning, and large language models, the algorithm scores ETFs across five key dimensions: Fund Flow, Momentum, Safety, Fundamentals, and Performance. Each factor is weighted by its correlation to future returns, resulting in a single, actionable score. Backtested over five years with consistently strong predictive accuracy. Ainvest brings institutional-grade artificial intelligence to everyday investors—transforming complexity into clarity with every score.
Holdings Analysis
Sector
Industrials
23.43%
Technology
21.78%
Healthcare
11.80%
Consumer Cyclical
11.48%
Financial Services
10.28%
Real Estate
5.60%
Consumer Defensive
4.61%
Energy
4.49%
Basic Materials
3.52%
Industrials
23.43%
Technology
21.78%
Healthcare
11.80%
Consumer Cyclical
11.48%
Financial Services
10.28%
Real Estate
5.60%
Consumer Defensive
4.61%
Energy
4.49%
Basic Materials
3.52%
Show more
Asset
Region
94.75%
1.85%
1.64%
0.88%
0.75%
0.14%
Category
Ratio
North America
94.75%
Asia
1.85%
Latin America
1.64%
Africa/Middle East
0.88%
Europe
0.75%
Australasia
0.14%
Investment Style
No data is currently available
Top 10 Holdings
Symbol
Ratio
LAZARD GOVT MNY MMKT INS LZIXX
1.28%
COHR
Coherent
1.02%
MLI
Mueller Industries
0.94%
ONTO
Onto Innovation
0.86%
TILE
Interface
0.82%
VIAV
Viavi Solutions
0.79%
DECK
Deckers Outdoor
0.71%
CPA
Copa Holdings
0.71%
GMED
Globus Medical
0.71%
OPLN
OPENLANE
0.67%
Top 10 Weight 8.53%
395 Total Holdings
Is SPY better than SYZ?
Dividends
No data is currently available
How Much Does SYZ Pay in Dividends?
Premium/Discount Chart
Assets Under Management
Should I buy SYZ?
Fund Flows
