Skip to Content
Morningstar

Third Avenue Small Cap Value Z TASZX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Third Avenue Investment Hub

Morningstar’s Analysis TASZX

Will TASZX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TASZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TASZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TASZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Third Avenue Small Cap Value Z's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor