Third Avenue Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return8.71-5.2510.2618.15-13.43
    Category Average7.06-1.235.2617.29-4.83
    Assets for Each Yr*5.864.593.243.392.67
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -13.43 2.79 3.38

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,673 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 8.99 1.28 Average
    International Stock 1.0 34.49 1.26 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-12-18

      Sector YTD Return % % Net Assets  
    Weyerhaeuser Co* Basic Materials -20.65 4.66
    Lennar Corp* Consumer Cyclical -35.42 3.77
    Five Point Holdings LLC A* RealEstate -46.03 2.85
    Vornado Realty Trust* RealEstate -7.02 1.69
    Lowe's Companies Inc* Consumer Cyclical 4.83 1.34
    Comerica Inc* Financial Services -2.22 1.28
    Tejon Ranch Co* RealEstate -9.68 1.21
    Amerco Inc* Industrials -9.74 0.93
    Trinity Place Holdings Inc* RealEstate -27.63 0.89
    Bank of New York Mellon Corp* Financial Services -8.99 0.85
    Zions Bancorp* Financial Services -1.28 0.82
    White Mountains Insurance Group * Financial Services 3.35 0.74
    JBG SMITH Properties* RealEstate 13.60 0.65
    Fidelity National Financial Inc* Financial Services -13.84 0.62
    Seacor Marine Holdings Inc* Industrials 41.62 0.28
    Cubic Corp* Industrials 13.72 0.27
    ICF International Inc* Industrials 42.10 0.25
    Tetra Tech Inc* Industrials 39.27 0.24
    ATN International Inc* Communication Services 52.64 0.22
    Carter Bank & Trust* Financial Services 8.26 0.22

    Best 5-Year Relative Performance | More
    11-12-18

    Worst 5-Year Relative Performance | More
    11-12-18

    Lowest Expenses | More
    11-12-18

    Highest Expenses | More
    11-12-18

    Longest Manager Tenure | More
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Real Es Jason Wolf 7.00
    Third Avenue Small C Victor Cunningham 1.10
    Third Avenue Value I Matthew Fine 1.10

    Shortest Manager Tenure | More
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Small C Victor Cunningham 1.10
    Third Avenue Value I Matthew Fine 1.10
    Third Avenue Real Es Jason Wolf 7.00