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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.50% 0.28% 50.39M 1913.63
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.32% -- 33.37M Upgrade

Basic Info

Investment Strategy
The Fund 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 of or related to Next Gen Technologies Companies throughout the world in approximately 40 to 60 companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Technology
Peer Group Global Science/Technology Funds
Global Macro --
US Macro World Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Science/Technology Funds
Fund Owner Firm Name Lazard
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
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--
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--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
--
--
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.88%
--
--
--
--
--
--
--
--
8.87%
34.45%
69.09%
1.66%
-38.29%
30.03%
17.96%
21.72%
-18.61%
27.27%
41.43%
-7.23%
-38.91%
39.28%
18.22%
46.22%
As of December 11, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.00%
Stock 99.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.80%
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Basic Info

Investment Strategy
The Fund 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 of or related to Next Gen Technologies Companies throughout the world in approximately 40 to 60 companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Technology
Peer Group Global Science/Technology Funds
Global Macro --
US Macro World Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Science/Technology Funds
Fund Owner Firm Name Lazard
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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