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Third Avenue Real Estate Value Instl TAREX

Analyst rating as of
NAV / 1-Day Return
21.04  /  0.62 %
Total Assets
508.4 Mil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
High
Longest Manager Tenure
10.11 years
Category
US Fund Global Real Estate
Investment Style
Mid Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.34%
Turnover
22%
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Morningstar’s Analysis

Will TAREX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This fund takes the road less traveled.

Senior Analyst

Summary

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Third Avenue Real Estate Value benefits from two veteran portfolio managers and a highly differentiated investment process. Questions about parent company Third Avenue linger, but strength behind the fund’s team and process result in a Morningstar Analyst Rating of Bronze for all of the strategy’s share classes.

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