Third Avenue International Value
622 Third Avenue 32nd Floor New York NY 10017
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Phone: 800-443-1021
| Category: | Foreign Small/Mid Value | | Fund Family: | Third Avenue | | Net Assets: | 1.39B | | Year-to-Date Return: | 33.33% | | Yield: | 0.16% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-01 |
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Amit Wadhwaney
Lead Manager since
31-Dec-01 | | | Wadhwaney is a portfolio manager of Third Avenue Management, LLC. ('Third Avenue') He has more than 20 years of experience in the investment business. Earlier in his career he was a securities analyst and, subsequently, director of research for MJ Whitman, Inc, an affiliate of Third Avenue. Prior to joining Third Avenue in 1999 as a foreign-securities analyst, he was a portfolio manager of the Carl Marks Global Value Fund, L.P. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $200 | | Min Subsequent Investment, AIP: | $200 |
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| The investment seeks long-term capital appreciation. The fund may invest in companies located anywhere in the world, it the adviser expects that most of assets may be invested in the more developed countries, and at least 80% of assets may be invested in securities of issuers located outside of the United States. The fund is nondiversified. |
| Last Dividend
(23-Dec-08):
| 0.03 | | Last Cap Gain
(23-Dec-08):
| 0.14 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 51.98% |
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| Expense | TAVIX | Category
Avg | | Total Expense Ratio: | %
| 1.45% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.36% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $589 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $931 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,911 |
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