Third Avenue Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return3.16-8.9611.1115.182.84
    Category Average4.96-1.176.3716.872.81
    Assets for Each Yr*7.805.183.863.663.70
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.84 6.32 7.22

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,703 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 7.61 1.28 Average
    International Stock 1.1 34.77 1.39 Average
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 3.57 4.50 Very High
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Weyerhaeuser Co* Basic Materials -1.42 4.72
    Lennar Corp* Consumer Cyclical -7.18 3.73
    Forest City Realty Trust Inc Cla* RealEstate -9.59 2.63
    Rayonier Inc* Basic Materials 6.10 2.43
    Bank of New York Mellon Corp* Financial Services 5.25 1.77
    Comerica Inc* Financial Services 13.36 1.48
    First Industrial Realty Trust In* RealEstate -10.49 1.33
    Vornado Realty Trust* RealEstate -15.81 1.25
    Macerich Co* RealEstate -10.63 1.12
    Cavco Industries Inc* Consumer Cyclical 9.96 1.02
    Alleghany Corp* Financial Services -0.73 0.93
    Lowe's Companies Inc* Consumer Cyclical 3.02 0.92
    Amgen Inc* Healthcare 5.66 0.80
    Reliance Steel & Aluminum Co* Basic Materials 6.89 0.65
    Cerner Corp* Technology -5.97 0.65
    Zions Bancorp* Financial Services 10.29 0.62
    White Mountains Insurance Group * Financial Services -4.84 0.61
    Fidelity National Financial Inc* Financial Services -0.31 0.60
    Tidewater Inc* Energy 2.42 0.59
    Anixter International Inc* Industrials 1.05 0.57

    Best 5-Year Relative Performance | More
    02-21-18

    Worst 5-Year Relative Performance | More
    02-21-18

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Real Es Michael H. Winer 10.70
    Third Avenue Interna Matthew Fine 6.10
    Third Avenue Focused Thomas A. LaPointe 5.90
    Third Avenue Small C Victor Cunningham 0.40
    Third Avenue Value I Matthew Fine 0.40

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Small C Victor Cunningham 0.40
    Third Avenue Value I Matthew Fine 0.40
    Third Avenue Focused Thomas A. LaPointe 5.90
    Third Avenue Interna Matthew Fine 6.10
    Third Avenue Real Es Michael H. Winer 10.70