Third Avenue Value Fund

Scorecard
2 / 5 Stars
Lipper
1 2 2 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

U.S. News evaluated 304 World Stock 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 19.86 percent over the past year, 8.81 percent over the past three years, 12.54 percent over the past five years, and 6.21 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 8.1%
1 Year 19.9%
3 Years (Annualized) 8.8%
5 Years (Annualized) 12.5%
10 Years (Annualized) 6.2%

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Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve its objective mainly by acquiring common stocks of well-financed companies (meaning companies with high quality assets and conservative levels of liabilities) at a discount to what the Adviser believes is their intrinsic value. It may invest in companies of any market capitalization. The fund may also acquire senior securities, such as convertible securities, preferred stocks and debt instruments, that the Adviser believes are undervalued. 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 Value Fund has an expense ratio of 1.35 percent.

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Risk

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

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