Third Avenue Real Estate Value Investor (TVRVX)
* As of 31-Aug-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Category:||Global Real Estate|
|Annual Report Expense Ratio (net):||1.33%|
Performance & Risk
|5y Avg Return:||11.99%|
|Rank in Category (ytd):||22|
|% Rank in Category (ytd):||8.8%|
|Morningstar Risk Rating:||1|
The investment seeks long-term capital appreciation.
The fund seeks to achieve its objective primarily by investing in equity securities, including common stocks and convertible securities, of well-financed real estate and real estate-related companies, or in companies which own significant real estate assets or derive a significant portion of gross revenues or net profits from real estate-related companies at the time of investment. It invests at least 80% of its net assets in securities of real estate and real estate-related companies. The fund may invest in companies of any market capitalization. It is non-diversified. View More