Third Avenue Real Estate Value Fund

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

U.S. News evaluated 57 Global Real Estate 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 17.61 percent over the past year, 11.37 percent over the past three years, 24.45 percent over the past five years, and 7.70 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 3.9%
1 Year 17.6%
3 Years (Annualized) 11.4%
5 Years (Annualized) 24.4%
10 Years (Annualized) 7.7%

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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 at the time of investment ("real estate companies"). Under normal circumstances, at least 80% of the fund's net assets will be invested in securities of real estate companies. It may invest in companies of any market capitalization. The fund also invests in both domestic and foreign securities. It 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 1.33 percent.

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Risk

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

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