Third Avenue International Value Fund

Scorecard
3 / 5 Stars
Lipper
2 2 2 5 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

U.S. News evaluated 22 Foreign Small/Mid Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.27 percent over the past year, 6.90 percent over the past three years, 10.68 percent over the past five years, and 7.16 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.0%
1 Year 17.3%
3 Years (Annualized) 6.9%
5 Years (Annualized) 10.7%
10 Years (Annualized) 7.2%

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Summary

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, it 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.

Fees

Fees are High compared to funds in the same category.
Third Avenue International Value Fund has an expense ratio of 1.65 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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