Third Avenue Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return19.523.16-8.9611.115.34
    Category Average17.444.96-1.276.714.11
    Assets for Each Yr*7.887.805.183.863.95
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 5.34 2.28 7.88

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,954 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 7.78 1.28 Average
    International Stock 2.7 33.98 1.40 Average
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 11.78 0.59 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-24-17

      Sector YTD Return % % Net Assets  
    Weyerhaeuser Co* Basic Materials 16.98 3.97
    Lennar Corp* Consumer Cyclical 20.22 2.77
    Forest City Realty Trust Inc Cla* RealEstate 9.45 2.18
    Rayonier Inc* Basic Materials 9.25 2.08
    Bank of New York Mellon Corp* Financial Services 0.76 1.59
    PNC Financial Services Group Inc* Financial Services 4.27 1.51
    Comerica Inc* Financial Services 3.27 1.41
    Vornado Realty Trust* RealEstate -3.72 1.37
    White Mountains Insurance Group * Financial Services 3.43 1.15
    Tejon Ranch Co* RealEstate -8.34 1.14
    Alleghany Corp* Financial Services 0.54 1.09
    Cavco Industries Inc* Consumer Cyclical 18.93 1.01
    First Industrial Realty Trust In* RealEstate 0.07 1.00
    Lowe's Companies Inc* Consumer Cyclical 19.33 0.89
    Trinity Place Holdings Inc* RealEstate -20.47 0.79
    CBS Corp Class B* Consumer Cyclical 3.95 0.79
    Devon Energy Corp* Energy -12.68 0.73
    Brookdale Senior Living Inc* Healthcare 3.78 0.65
    Anixter International Inc* Industrials -0.43 0.64
    Amgen Inc* Healthcare 12.37 0.64

    Best 5-Year Relative Performance | More
    04-24-17

    Worst 5-Year Relative Performance | More
    04-24-17

    Longest Manager Tenure | More
    04-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Real Es Michael H. Winer 9.80
    Third Avenue Interna Matthew Fine 5.30
    Third Avenue Focused Thomas A. LaPointe 5.10
    Third Avenue Small C Tim Bui 3.60
    Third Avenue Value I Yang Lie 3.60

    Shortest Manager Tenure | More
    04-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Small C Tim Bui 3.60
    Third Avenue Value I Yang Lie 3.60
    Third Avenue Focused Thomas A. LaPointe 5.10
    Third Avenue Interna Matthew Fine 5.30
    Third Avenue Real Es Michael H. Winer 9.80