Third Avenue Mutual Funds
Third Avenue Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 6 of 6 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Third Avenue International RE Val Fndrs | REIFX | Global Real Estate | 6.66% | 83 | 1.000% | Above Average | Institutional | $10,000 | ||
Third Avenue International RE Val Z | REIZX | Global Real Estate | 6.69% | 82 | 1.000% | Above Average | Institutional | $25,000 | ||
Third Avenue Real Estate Value Z | TARZX | Global Real Estate | 11.98% | 16 | 1.050% | Above Average | Institutional | $25,000 | ||
Third Avenue Small Cap Value Instl | TASCX | Small Value | 7.31% | 42 | 1.150% | High | Institutional | $10,000 | ||
Third Avenue Small Cap Value Investor | TVSVX | Small Value | 7.10% | 44 | 1.400% | High | No Load | $2,500 | ||
Third Avenue Value Z | TAVZX | Global Small/Mid Stock | 5.88% | 53 | 1.050% | Average | Institutional | $25,000 |
Third Avenue Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank