Third Avenue Real Estate Value Instl (TAREX)

Morningstar®
NAV: $0.19
1 Month Total Return: -8.39%
As of 7:05 p.m. EDT on 7/9/2020
Print
  • Overview
    • Category
      Open-End
    • Net Assets
      $543.03 mil
    • Min. Inv.
      $100,000
    • 1-Month Total Return
      -7.98%
    • Expense Ratio
      1.15%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      1.38%
    • Turnover
      22.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-17.43%1Mth-6.51%1Yr-13.18%3Yr1.09%5Yr2.48%10Yr6.26%
    % Rank in CatYTD771Mth811Yr603Yr985Yr9410Yr51
    # of Funds in CatYTD2161Mth2161Yr2153Yr1955Yr16610Yr106
  • Fund information

    Name of Issuer

    Third Avenue
    www.thirdavenuefunds.com

    Fund Inception

    9/17/1998

    Fund Managers

    • Jason Wolf
    • Ryan Dobratz

    Primary Perspective Benchmark

    • FTSE EPRA Nareit Developed TR USD
© 2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its current providers; (2) may not be copied or distributed; and (3)is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee for future results.
The information on this Site is for informational purposes only and the Site is not intended to be a solicitation related to any particular company, nor does Nareit intend to provide investment, financial, legal or tax advice. More...

More Open-End REIT funds