Lazard US Systematic Small Cap Equity ETF

Shareclass
Lazard US Systematic Small Cap Eq ETF (SYZ)
Type
Exchange-traded fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Lazard US Systematic Small Cap Equity ETF

FUND COVERAGE
# of holdings246
% of assets63%
Score
41 / 100
Rank

42.0 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #635 out of 1,094

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

21 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Charles River Laboratories International Inc
         % of fund invested: 0.08%
         $USD invested: $42,774
  • 2. Workiva Inc Class A
         % of fund invested: 0.46%
         $USD invested: $246,853
  • 3. Novanta Inc
         % of fund invested: 0.03%
         $USD invested: $18,509
  • 4. BioMarin Pharmaceutical Inc
         % of fund invested: 0.58%
         $USD invested: $312,290
  • 5. SLB
         % of fund invested: 0.18%
         $USD invested: $95,043
  • 6. Doximity Inc Class A
         % of fund invested: 0.49%
         $USD invested: $259,990
  • 7. ASGN Inc
         % of fund invested: 0.22%
         $USD invested: $116,079
  • 8. Lightspeed Commerce Inc Ordinary Shares (Sub Voting)
         % of fund invested: 0.18%
         $USD invested: $94,236
  • 9. LiveRamp Holdings Inc
         % of fund invested: 0.44%
         $USD invested: $233,631
  • 10. Ovintiv Inc
         % of fund invested: 0.19%
         $USD invested: $103,348
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Red Rock Resorts Inc Class A
         % of fund invested: 0.2%
         $USD invested: $106,516
  • 2. Axos Financial Inc
         % of fund invested: 0.17%
         $USD invested: $93,636
  • 3. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.45%
         $USD invested: $243,434
  • 4. Seaport Entertainment Group Inc
         % of fund invested: 0.14%
         $USD invested: $75,129
  • 5. Virtu Financial Inc Class A
         % of fund invested: 0.27%
         $USD invested: $144,735
  • 6. Agilysys Inc
         % of fund invested: 0.32%
         $USD invested: $172,756
  • 7. Intapp Inc
         % of fund invested: 0.18%
         $USD invested: $97,064
  • 8. Silgan Holdings Inc
         % of fund invested: 0.17%
         $USD invested: $90,245
  • 9. Mueller Industries Inc
         % of fund invested: 0.87%
         $USD invested: $467,760
  • 10. Hess Midstream LP Class A
         % of fund invested: 0.17%
         $USD invested: $89,986

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Lazard US Systematic Small Cap Equity ETF

Totals

Holdings
Assets
Weight
Prisons
3
$320,876
0.6%
     Prisons high risk
2
$235,491
0.44%
     Private prisons
0
$0
0%
Borders
4
$481,082
0.9%
     Borders high risk
3
$395,697
0.74%
Total
4
$481,082
0.9%
Full fund results

Holdings — 4 flagged holdings

1.
KBR Inc
Borders
$160,206
0.3%
Borders :
$160,206
0.3%
2.
Cellebrite DI Ltd
Prisons
Borders
$127,080
0.24%
Prisons
Borders :
$127,080
0.24%
3.
Aramark
Prisons
Borders
$108,411
0.2%
Prisons
Borders :
$108,411
0.2%
4.
Synovus Financial Corp
Prisons
Borders
$85,385
0.16%
Prisons
Borders :
$85,385
0.16%
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