| 32.76 Net Asset Value | 0.00% 1 Day | +4.10% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | No Load Sales Expenses | 1.08% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +1.11% | 3 years | +16.75% | |
| 3 months | +3.82% | 5 years | +14.62% | |
| 1 year | +13.66% | Since inception | +11.99% |
| TAREX | Category | |
|---|---|---|
| Performance 5-yr return | +14.62% | +9.92% |
| Expense ratio | 1.08% | 1.42% |
| Risk 5 year sharpe ratio | 1.01 | 0.80 |
| Net assets | $3.4B | $718.3M |
| Average market cap | $5.9B | $9.2B |
| Average P/E | 11.9 | 16.7 |
| Portfolio turnover | 14% | 14% |
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| Fund family | Third Avenue |
| Fund manager & tenure | Michael Winer / 16 Years |
| Minimal initial investment | $100,000.00 |
| Minimum IRA investment | $100,000.00 |
| International stock | 41.17% |
| U.S. stock | 39.39% |
| Cash | 15.60% |
| Fixed income | 2.79% |
| Other | 1.05% |
| Financial service | 91.79% |
| Industrial materials | 8.21% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| WY Weyerhaeuser Co | 4.93% |
| -- | 3.85% |
| FCEA Forest City Enterprises Inc | 3.78% |
| -- | 3.29% |
| FR First Industrial Realty Trust Inc | 3.15% |
| -- | 3.12% |
| -- | 3.01% |
| LOW Lowe's | 2.97% |
| -- | 2.95% |
| EQC Equity Commonwealth | 2.86% |
