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Third Avenue Real Estate Value Investor TVRVX

Analyst rating as of
NAV / 1-Day Return
27.21  /  2.10 %
Total Assets
524.2 Mil
Adj. Expense Ratio
1.400%
Expense Ratio
1.400%
Fee Level
Above Average
Longest Manager Tenure
10.65 years
Category
Global Real Estate
Investment Style
Mid Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.58%
Turnover
34%
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Morningstar’s Analysis

Will TVRVX outperform in future?

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

It has been a bumpy ride.

Senior Analyst

Summary

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The flexibility to invest across the capital structure gives Third Avenue Real Estate Value an edge compared with peers. The strategy’s time-tested process and experienced comanagers inspire confidence, resulting in a retained Morningstar Analyst Rating of Bronze across all share classes.

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