Third Avenue Real Estate Value Instl (TAREX)

Morningstar®
NAV: $0.05
1 Month Total Return: 5.20%
As of 7:05 p.m. EST on 2/22/2019
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  • Overview
    • Category
      Open-End
    • Net Assets
      $1.34 bil
    • Min. Inv.
      $100,000
    • 1-Month Total Return
      6.87%
    • Expense Ratio
      1.11%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      1.55%
    • Turnover
      27.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD11.43%1Mth5.37%1Yr8.59%3Yr8.26%5Yr5.57%10Yr13.22%
    % Rank in CatYTD21Mth31Yr983Yr145Yr7510Yr28
    # of Funds in CatYTD2261Mth2261Yr2133Yr1915Yr15110Yr106
  • 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
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