Our Terms of Service and Privacy Policy have changed.
By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.
By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.
| 33.75 Net Asset Value | +0.24% 1 Day | +12.99% 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 | +1.91% | 3 years | +5.38% | |
| 3 months | +1.85% | 5 years | +11.41% | |
| 1 year | +12.91% | Since inception | +10.91% |
| TAREX | Category | |
|---|---|---|
| Performance 5-yr return | +11.41% | +7.28% |
| Expense ratio | 1.13% | 1.34% |
| Risk 5 year sharpe ratio | 1.07 | 0.65 |
| Net assets | $1.9B | $663.7M |
| Average market cap | $9.6B | $9.8B |
| Average P/E | 14.2 | 15.2 |
| 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% |
