Skip to Content

Third Avenue Real Estate Value Instl TAREX

Analyst rating as of
NAV / 1-Day Return
20.63  /  0.83 %
Total Assets
323.9 Mil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
High
Longest Manager Tenure
12.21 years
Category
Global Real Estate
Investment Style
Mid Blend
Min. Initial Investment
10,000
Status
Open
TTM Yield
0.73%
Turnover
9%

Morningstar’s Fund Analysis TAREX

Will TAREX outperform in future?

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

A well-defined and unique approach.

Senior Analyst

Summary

|

A flexible and opportunistic mandate differentiates Third Avenue Real Estate Value versus its peers. Concerns about its parent remain, but the strategy's time-tested approach and experienced comanagers support a Morningstar Analyst Rating of Bronze across all share classes.

Unlock our full analysis with Morningstar Investor