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    Third Avenue Real Estate Value Investor (TVRVX)

    28.84 Up 0.36(1.26%) May 24
    Prev Close:28.48
    YTD Return*:0.84%
    Net Assets*:2.20B
    Yield*:0.44%

    * As of 30-Apr-16

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

    Headlines

    • No Headlines available for TVRVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WY4.96N/A
    MAC4.94N/A
    FR4.80N/A
    FCE.A4.76N/A
    WEFIF.AX4.64N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.2B
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:0.84%
    5y Avg Return:7.22%
    Rank in Category (ytd):96
    % Rank in Category (ytd):35.04%
    Beta (3y):0.85
    Morningstar Risk Rating:2

    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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