Third Avenue International Value Instl (TAVIX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Category:||Foreign Small/Mid Value|
|Annual Report Expense Ratio (net):||1.40%|
Performance & Risk
|5y Avg Return:||5.95%|
|Rank in Category (ytd):||98|
|% Rank in Category (ytd):||138.03%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital appreciation.
The fund primarily invests in equity securities, including common stocks and convertible securities, of well-financed companies (meaning companies with high quality assets and conservative levels of liabilities) located outside of the United States. While the fund may invest in companies located anywhere in the world, the advisor currently expects that most of its assets will be invested in the more developed countries and, under normal circumstances, at least 80% of its assets will be invested in securities of issuers located outside of the United States at the time of investment. It is non-diversified. View More