Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Third Avenue Mutual Funds
View all of Third Avenue’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Third Avenue Funds List
Share Class Type
1 to 11 of 11 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 | −3.73% | 14 | 1.000% | Above Average | Institutional | $10,000 | ||
| Third Avenue International RE Val Z | REIZX | Global Real Estate | −3.70% | 12 | 1.000% | Above Average | Institutional | $25,000 | ||
| Third Avenue Small Cap Value Instl | TASCX | Small Value | 2.93% | 22 | 1.150% | High | Institutional | $10,000 | ||
| Third Avenue Small Cap Value Investor | TVSVX | Small Value | 2.88% | 22 | 1.400% | High | No Load | $2,500 | ||
| Third Avenue Small Cap Value Z | TASZX | Small Value | 3.02% | 20 | 1.050% | Above Average | Institutional | $25,000 | ||
| Third Avenue Real Estate Value Z | TARZX | Global Real Estate | −2.45% | 4 | 1.050% | Above Average | Institutional | $25,000 | ||
| Third Avenue Value Instl | TAVFX | Global Small/Mid Stock | 9.98% | 3 | 1.150% | Above Average | Institutional | $10,000 | ||
| Third Avenue Value Investor | TVFVX | Global Small/Mid Stock | 9.88% | 4 | 1.400% | Average | No Load | $2,500 | ||
| Third Avenue Value Z | TAVZX | Global Small/Mid Stock | 10.02% | 1 | 1.050% | Average | Institutional | $25,000 | ||
| Third Avenue Real Estate Value Instl | TAREX | Global Real Estate | −2.44% | 4 | 1.150% | High | Institutional | $10,000 | ||
| Third Avenue Real Estate Value Investor | TVRVX | Global Real Estate | −2.50% | 5 | 1.400% | Above Average | No Load | $2,500 |
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 Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank