Third Avenue Real Estate Value Fund

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

#1 in Global Real Estate

U.S. News evaluated 58 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Third Avenue funds

See full Global Real Estate rankings

See more fund rankings

Performance

The fund has returned 18.02 percent over the past year, 12.71 percent over the past three years, 24.01 percent over the past five years, and 7.92 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 5.7%
1 Year 18.0%
3 Years (Annualized) 12.7%
5 Years (Annualized) 24.0%
10 Years (Annualized) 7.9%

See more TAREX performance

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 companies. The fund may invest in companies of any market capitalization. It also invests in both domestic and foreign securities. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Third Avenue Real Estate Value Fund has an expense ratio of 1.08 percent.

See more TAREX fees

Risk

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

See more TAREX risk