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    Third Avenue Real Estate Value Investor (TVRVX)

    29.93 Up 0.10(0.34%) Sep 3
    Prev Close:29.93
    YTD Return*:-3.45%
    Net Assets*:3.37B
    Yield*:1.42%

    * As of 31-Aug-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    WY4.64N/A
    CKHUF.HK4.28N/A
    FCE.A3.89N/A
    WEFIF.AX2.99N/A
    HLDVF.HK2.90N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.37B
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.33%

    Performance & Risk

    YTD Return:-3.45%
    5y Avg Return:11.99%
    Rank in Category (ytd):22
    % Rank in Category (ytd):8.8%
    Beta (3y):0.72
    Morningstar Risk Rating:1

    Fund Summary

    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
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