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SYZ - ETF AI Analysis
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Lazard US Systematic Small Cap Equity ETF (SYZ)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's top holdings, such as Rambus and Willdan Group, have delivered strong year-to-date performance, supporting the fund's overall returns.
Sector Diversification
The ETF invests across multiple sectors, including Technology, Industrials, and Health Care, reducing reliance on any single industry.
Small Cap Focus
The ETF targets small-cap companies, which can offer higher growth potential compared to larger, more established firms.
Negative Factors
High Geographic Concentration
The ETF is heavily concentrated in U.S. companies, with minimal exposure to international markets, limiting diversification.
Weak Recent Performance
The ETF has shown negative performance over the past month and year-to-date, which may concern investors seeking steady returns.
Higher Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
SYZ vs. SPDR S&P 500 ETF (SPY)
AUM57.19M
RegionNorth America
Expense Ratio0.74%
Beta1.02
IssuerLazard
Inception DateSep 15, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,815
30 Day Avg. Volume4,039
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
30.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering384
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SYZ Summary
The Lazard US Systematic Small Cap Equity ETF (SYZ) is a fund that invests in small-cap companies in the United States, aiming for long-term growth. Small-cap companies are smaller businesses with high growth potential, and SYZ uses advanced technology to pick stocks that could perform well. Some of its holdings include Rambus, a tech company, and Mueller Industries, which operates in manufacturing. This ETF might appeal to investors looking to diversify their portfolio and tap into the dynamic growth of smaller companies. However, small-cap stocks can be more volatile than larger companies, meaning their prices can rise and fall quickly.
How much will it cost me?The Lazard US Systematic Small Cap Equity ETF (SYZ) has an expense ratio of 0.74%, meaning you’ll pay $7.40 per year for every $1,000 invested. This is higher than average because the fund is actively managed, which involves more research and stock selection compared to passively managed ETFs that track an index.
What would affect this ETF?The Lazard US Systematic Small Cap Equity ETF (SYZ) could benefit from economic growth and innovation in sectors like technology and healthcare, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which tend to impact small-cap companies more heavily. Additionally, sector-specific risks, such as regulatory changes in healthcare or volatility in consumer spending, could influence performance.
SYZ Top 10 Holdings
The Lazard US Systematic Small Cap Equity ETF (SYZ) is leaning heavily into technology and industrials, which together make up nearly half of the fund’s sector exposure. Coherent Corp is a standout performer, riding strong growth in datacenter and communications, while Mueller Industries is steadily contributing with solid fundamentals. Rambus, despite its strategic positioning in AI, has shown mixed signals recently, holding back some momentum. Deckers Outdoor, on the other hand, is struggling with challenges in the U.S. market, dragging on performance. Overall, the fund’s U.S.-focused small-cap strategy offers dynamic growth potential but remains sensitive to sector-specific swings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mueller Industries | 1.01% | $572.06K | $13.47B | 55.13% | 78 Outperform | |
| Coherent Corp | 0.96% | $542.86K | $27.21B | 92.67% | 66 Neutral | |
| Rambus | 0.89% | $507.92K | $9.83B | 62.44% | 78 Outperform | |
| Onto Innovation | 0.86% | $489.62K | $8.84B | -4.87% | 82 Outperform | |
| Globus Medical | 0.76% | $430.79K | $12.74B | 8.67% | 82 Outperform | |
| OPENLANE | 0.73% | $413.01K | $3.28B | 56.17% | 70 Outperform | |
| Interface | 0.70% | $396.40K | $1.76B | 29.60% | 72 Outperform | |
| Deckers Outdoor | 0.67% | $380.94K | $15.65B | -48.26% | 79 Outperform | |
| BioMarin Pharmaceutical | 0.66% | $375.46K | $11.59B | -10.43% | 75 Outperform | |
| Huron Consulting | 0.66% | $373.27K | $3.08B | 43.27% | 75 Outperform |
SYZ Technical Analysis
Positive
―
Price Trends
24.95
Positive
Market Momentum
0.27
Negative
63.36
Neutral
89.44
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SYZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.66, equal to the 50-day MA of 24.95, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.27 indicates Negative momentum. The RSI at 63.36 is Neutral, neither overbought nor oversold. The STOCH value of 89.44 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SYZ.
SYZ Peer Comparison
Comparison Results
Performance Comparison
SYZ
Lazard US Systematic Small Cap Equity ETF
26.14
1.14
4.56%
FSCC
Federated Hermes MDT Small Cap Core ETF
―
―
―
AFSM
First Trust Active Factor Small Cap ETF
―
―
―
ALIL
Argent Focused Small Cap ETF
―
―
―
SMLL
Harbor Active Small Cap ETF
―
―
―
AFSC
abrdn Focused U.S. Small Cap Active ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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