Third Avenue Real Estate Value Fund

Scorecard
5 / 5 Stars
Lipper
5 5 3 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

U.S. News evaluated 56 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 20.99 percent over the past year, 13.39 percent over the past three years, 17.32 percent over the past five years, and 8.23 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 10.4%
1 Year 21.0%
3 Years (Annualized) 13.4%
5 Years (Annualized) 17.3%
10 Years (Annualized) 8.2%

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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 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 1.33 percent.

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Risk

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

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