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| 34.02 Net Asset Value | -0.15% 1 Day | +13.89% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | No Load Sales Expenses | 1.13% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +1.70% | 3 years | +6.22% | |
| 3 months | +3.40% | 5 years | +9.99% | |
| 1 year | +11.44% | Since inception | +10.94% |
| TAREX | Category | |
|---|---|---|
| Performance 5-yr return | +9.99% | +7.28% |
| Expense ratio | 1.13% | 1.34% |
| Risk 5 year sharpe ratio | 1.03 | 0.64 |
| Net assets | $1.9B | $673.7M |
| Average market cap | $9.6B | $9.6B |
| Average P/E | 14.2 | 14.5 |
| Portfolio turnover | 20% | 20% |
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 | Michael Winer / 18 Years |
| Minimal initial investment | $100,000.00 |
| Minimum IRA investment | $100,000.00 |
| International stock | 50.23% |
| U.S. stock | 42.09% |
| Cash | 6.92% |
| Fixed income | 0.76% |
| Other | 0.00% |
| Financial service | 91.79% |
| Industrial materials | 8.21% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| LEN Lennar Corp | 5.51% |
| -- | 5.49% |
| WY Weyerhaeuser Co | 5.44% |
| -- | 5.25% |
| -- | 5.14% |
| FCEA Forest City Realty Trust Inc | 4.99% |
| RYN Rayonier Inc | 4.72% |
| -- | 4.43% |
| -- | 4.25% |
| -- | 4.18% |
