THMZ
+1.06 · +3.38%
$32.47 · NASDAQ

Lazard Equity Megatrends ETF (THMZ) ETF Analysis | Global Large-Stock Blend

Lazard · USA
AUM:$49.8M
#– of – in Global Large-Stock Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

THMZ returned +0.0% over the past year, broadly in line with flat market conditions.

What is THMZ?

The portfolio will seek to achieve its investment objective by investing primarily in an actively managed portfolio of established, well managed companies located around the world, including emerging markets. Under normal circumstances, the portfolio invests at least 80% of its net assets in equity and equity-related securities (including common and preferred stock, warrants and rights, American Depositary Receipts ("ADRs"), and Global Depositary Receipts).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
THMZ returned 0.0% over the past year.
Moderate Concentration
Top 10 holdings make up 31.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$49.8M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings49
Inception DateApr 2025
Domicile
Distribution
Index
ProviderLazard
Beta
CategoryGlobal Large-Stock Blend
CurrencyUSD
Portfolio Impact

How would THMZ affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.2%
1Y
+12.2%
3Y
+40.3%
5Y
+40.3%
OpenBook InsightIf you had invested £10,000 in THMZ 5 years ago, it would have grown to £14,027 — a gain of £4,027.

Annual Returns

Calendar year performance

THMZ delivered positive returns in 2 of the last 2 calendar years.
YearTHMZ
2026 YTD+6.5%
2025+31.8%
2/2 positive yearsAvg return: +19.2%Worst year: +6.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.8%
Low
Momentum
+5.2%
30-day change
Support Level
34.29
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.