Third Avenue Real Estate Value Instl (TAREX)

Morningstar®
NAV: $ -0.14
1 Month Total Return: 14.29%
As of 6:05 p.m. EST on 12/3/2020
  • Overview
    • Category
      Open-End
    • Net Assets
      $526.58 mil
    • Min. Inv.
      $100,000
    • 1-Month Total Return
      14.29%
    • Expense Ratio
      1.15%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      1.23%
    • Turnover
      22.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-7.84%1Mth11.29%1Yr-5.80%3Yr2.73%5Yr4.64%10Yr5.69%
    % Rank in CatYTD671Mth151Yr493Yr1005Yr9510Yr38
    # of Funds in CatYTD2041Mth2051Yr2043Yr1855Yr16610Yr100
  • Fund information

    Name of Issuer

    Fund Inception

    9/17/1998

    Fund Managers

    • Jason Wolf
    • Ryan Dobratz

    Primary Perspective Benchmark

    • FTSE EPRA Nareit Developed TR USD
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