SYZ
Lazard US Systematic Small Cap Equity ETF
📎 Investment Objective
The Lazard US Systematic Small Cap Equity ETF (SYZ) seeks to provide long-term capital appreciation by investing in a diversified portfolio of small-capitalization U.S. equities.
Overview
ETF tracking Lazard US Systematic Small Cap Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Lazard US Systematic Small Cap Equity ETF (SYZ) seeks to provide long-term capital appreciation by investing in a diversified portfolio of small-capitalization U.S. equities.
🎯 Investment Strategy
The fund employs a systematic, rules-based investment approach to identify and invest in small-cap stocks that exhibit attractive fundamental characteristics and favorable return potential. The portfolio is constructed to provide broad exposure to the U.S. small-cap equity market.
✨ Key Features
- Focuses on small-capitalization U.S. stocks, which can provide the potential for higher long-term returns but also higher volatility
- Utilizes a systematic, data-driven investment process to identify attractive small-cap companies
- Diversified portfolio exposure to the U.S. small-cap equity market
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Small-cap stocks may be subject to higher volatility and lower liquidity compared to larger-cap companies
- The systematic investment approach may not always identify the best-performing small-cap stocks
- Concentration in the small-cap segment of the U.S. equity market
- Potential for higher portfolio turnover and trading costs
👤 Best For
The Lazard US Systematic Small Cap Equity ETF may be suitable for investors seeking long-term capital appreciation through exposure to the U.S. small-cap equity market. Investors should have a higher risk tolerance and a longer investment horizon to accommodate the potentially higher volatility associated with small-cap stocks.