Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- About
Lazard Next Gen Technologies ETF (TEKY)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: TEKY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.75% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.67 - 34.22 | Updated Date - |
52 Weeks Range 24.67 - 34.22 | Updated Date - |
Upturn AI SWOT
Lazard Next Gen Technologies ETF
ETF Overview
Overview
The Lazard Next Gen Technologies ETF (LNTG) focuses on companies poised to benefit from disruptive technological innovation, investing in a diverse range of sectors within the next generation technology space. The fund aims for long-term capital appreciation by actively selecting companies with high growth potential. It is actively managed.
Reputation and Reliability
Lazard Asset Management is a well-established global asset manager with a long history and a strong reputation.
Management Expertise
The management team possesses extensive experience in technology investing and portfolio management.
Investment Objective
Goal
The ETF aims to achieve long-term capital appreciation by investing in companies that are expected to benefit from the development and utilization of next generation technologies.
Investment Approach and Strategy
Strategy: The fund employs an active management strategy, selecting companies based on fundamental research and growth prospects rather than tracking a specific index.
Composition The ETF primarily holds stocks of companies involved in next generation technologies, with potential for some allocation to other asset classes as deemed necessary by the portfolio managers.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 77050000
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Global X Autonomous & Electric Vehicles ETF (DRIV)
- ROBO Global Robotics and Automation Index ETF (ROBO)
Competitive Landscape
The ETF industry focused on innovative technologies is competitive. LNTG benefits from Lazard's active management approach, but faces challenges in terms of AUM against larger competitors like ARKK. The competitive landscape is rapidly evolving with new ETFs launching frequently.
Financial Performance
Historical Performance: Historical performance data is needed to provide a performance review.
Benchmark Comparison: Benchmark comparison depends on the investment style, and without historical data cannot be stated.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
Average trading volume for LNTG indicates reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for LNTG is typical for actively managed ETFs in this sector.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, technological advancements, and regulatory developments all influence LNTG's performance.
Growth Trajectory
The growth trajectory depends on the performance of its holdings and the continued adoption of next generation technologies. Changes to strategy depend on market dynamics.
Moat and Competitive Advantages
Competitive Edge
LNTG's competitive edge stems from Lazard's deep research capabilities and active management approach, allowing it to identify and invest in promising companies that may be overlooked by passive strategies. The active approach enables the fund to be more selective and adjust its holdings based on market conditions and technological advancements. This focus on emerging technologies provides exposure to potentially high-growth opportunities. Additionally, Lazard's global presence provides access to a wider range of investment opportunities in the next-gen tech space.
Risk Analysis
Volatility
LNTG is expected to exhibit higher volatility due to its focus on growth-oriented technology companies.
Market Risk
Market risk for LNTG includes factors specific to the technology sector, such as rapid technological change, competition, and regulatory uncertainty.
Investor Profile
Ideal Investor Profile
The ideal investor for LNTG is one with a long-term investment horizon, a high risk tolerance, and a desire to gain exposure to disruptive technology trends.
Market Risk
LNTG is best suited for long-term investors seeking growth potential and willing to accept higher levels of volatility.
Summary
Lazard Next Gen Technologies ETF (LNTG) offers exposure to companies driving technological innovation through an active management approach. It is geared towards growth-oriented investors and carries risks due to its focus on growth stocks. Lazard's expertise in technology investing is a key advantage, but it has to overcome larger AUMs from the competitors. Its expense ratio is moderate for an actively managed ETF. Overall, LNTG offers a means to invest in next-generation technologies through a proven and established fund manager.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Lazard Asset Management
- ETF.com
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Past performance is not indicative of future results. Market data is sourced from financial data providers and may be subject to delays or inaccuracies.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Lazard Next Gen Technologies ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.