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| 30.77 Net Asset Value | +0.36% 1 Day | +7.10% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | No Load Sales Expenses | 1.10% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.07% | 3 years | +6.63% | |
| 3 months | +5.63% | 5 years | +14.44% | |
| 1 year | +8.46% | Since inception | +10.91% |
| TAREX | Category | |
|---|---|---|
| Performance 5-yr return | +14.44% | +6.32% |
| Expense ratio | 1.10% | 1.36% |
| Risk 5 year sharpe ratio | 0.83 | 0.62 |
| Net assets | $2.0B | $670.8M |
| Average market cap | $8.1B | $9.9B |
| Average P/E | 12.8 | 14.7 |
| Portfolio turnover | 17% | 17% |
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 / 17 Years |
| Minimal initial investment | $100,000.00 |
| Minimum IRA investment | $100,000.00 |
| U.S. stock | 48.91% |
| International stock | 43.95% |
| Cash | 3.74% |
| Other | 1.75% |
| Fixed income | 1.64% |
| Financial service | 91.79% |
| Industrial materials | 8.21% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| WY Weyerhaeuser Co | 5.50% |
| FCEA Forest City Realty Trust Inc | 4.55% |
| -- | 4.53% |
| MAC Macerich Co | 4.36% |
| -- | 4.33% |
| FR First Industrial Realty Trust Inc | 4.23% |
| RYN Rayonier Inc | 4.20% |
| -- | 3.73% |
| -- | 3.72% |
| -- | 3.72% |
