TEKY – Lazard Next Gen Technologies ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the portfolio invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity and equity-related securities (namely, common and preferred stock, American Depositary Receipts (“ADRs”), Global Depositary Receipts, warrants, rights and participatory notes) of or related to Next Gen Technologies Companies located throughout the world. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TEKY	Lazard Next Gen Technologies ETF	ETF	Open	—		Apr 4, 2025	$61.62M	0.500%	—	—	$1.97M

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