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Third Avenue Small Cap Value Instl TASCX

Quantitative rating as of
  • NAV / 1-Day Return 20.04  /  0.40 %
  • Total Assets 170.3 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.16%
  • Turnover 17%

Morningstar’s Analysis TASCX

Will TASCX outperform in future?

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



Weakness in Third Avenue Small Cap Value Instl's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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