Third Avenue Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return19.523.16-8.9611.1110.75
    Category Average17.574.96-1.176.3711.94
    Assets for Each Yr*7.887.805.183.863.72
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 10.75 3.83 7.73

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,719 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 8.01 1.28 Average
    International Stock 2.2 34.96 1.40 Average
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 5.32 0.59 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Weyerhaeuser Co* Basic Materials 20.34 4.02
    Lennar Corp* Consumer Cyclical 34.31 3.08
    Forest City Realty Trust Inc Cla* RealEstate 21.40 2.17
    Rayonier Inc* Basic Materials 14.36 2.05
    Bank of New York Mellon Corp* Financial Services 13.42 1.66
    Comerica Inc* Financial Services 17.25 1.37
    PNC Financial Services Group Inc* Financial Services 19.31 1.31
    Vornado Realty Trust* RealEstate -26.68 1.24
    Tejon Ranch Co* RealEstate -23.79 1.10
    First Industrial Realty Trust In* RealEstate 12.16 1.09
    White Mountains Insurance Group * Financial Services 6.33 1.08
    Cavco Industries Inc* Consumer Cyclical 54.98 1.05
    Alleghany Corp* Financial Services -7.15 1.02
    Lowe's Companies Inc* Consumer Cyclical 14.10 0.87
    Trinity Place Holdings Inc* RealEstate -20.91 0.75
    Amgen Inc* Healthcare 27.49 0.67
    Masco Corp* Basic Materials 28.07 0.67
    Anixter International Inc* Industrials 8.57 0.61
    Fidelity National Financial Inc* Financial Services 45.79 0.59
    Johnson Controls International P* Industrials 2.86 0.58

    Best 5-Year Relative Performance | More
    10-20-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Real Es Michael H. Winer 10.30
    Third Avenue Interna Matthew Fine 5.80
    Third Avenue Focused Thomas A. LaPointe 5.60
    Third Avenue Small C Victor Cunningham 0.10
    Third Avenue Value I Matthew Fine 0.10

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Small C Victor Cunningham 0.10
    Third Avenue Value I Matthew Fine 0.10
    Third Avenue Focused Thomas A. LaPointe 5.60
    Third Avenue Interna Matthew Fine 5.80
    Third Avenue Real Es Michael H. Winer 10.30