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| 33.31 Net Asset Value | -0.36% 1 Day | -2.97% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | No Load Sales Expenses | 1.11% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.30% | 3 years | +5.13% | |
| 3 months | -6.43% | 5 years | +8.28% | |
| 1 year | +7.20% | Since inception | +10.93% |
| TAREX | Category | |
|---|---|---|
| Performance 5-yr return | +8.28% | +4.54% |
| Expense ratio | 1.11% | 1.32% |
| Risk 5 year sharpe ratio | 0.84 | 0.40 |
| Net assets | $1.9B | $697.0M |
| Average market cap | $10.0B | $5.3B |
| Average P/E | 15.9 | 12.4 |
| Portfolio turnover | 7% | 7% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Third Avenue |
| Fund manager & tenure | Jason Wolf / 7 Years |
| Minimal initial investment | $100,000.00 |
| Minimum IRA investment | $100,000.00 |
| International stock | 46.23% |
| U.S. stock | 41.78% |
| Cash | 11.57% |
| Fixed income | 0.43% |
| Other | 0.00% |
| Financial service | 91.79% |
| Industrial materials | 8.21% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| -- | 6.38% |
| LEN Lennar Corp | 5.55% |
| WY Weyerhaeuser Co | 5.45% |
| FCEA Forest City Realty Trust Inc | 4.84% |
| -- | 4.74% |
| -- | 4.68% |
| RYN Rayonier Inc | 4.60% |
| -- | 4.34% |
| FPH Five Point Holdings LLC | 4.25% |
| -- | 4.07% |
