Third Avenue Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return19.523.16-8.9611.1113.39
    Category Average17.574.96-1.176.3715.09
    Assets for Each Yr*7.887.805.183.863.70
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 13.39 4.16 7.96

    Key Stats
    11-30-17

    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 8.04 1.28 Average
    International Stock 2.0 34.65 1.40 Average
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 3.59 4.50 Very High
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Weyerhaeuser Co* Basic Materials 21.90 4.22
    Lennar Corp* Consumer Cyclical 48.11 3.24
    Forest City Realty Trust Inc Cla* RealEstate 17.23 2.28
    Rayonier Inc* Basic Materials 20.15 2.15
    Bank of New York Mellon Corp* Financial Services 17.20 1.75
    Comerica Inc* Financial Services 26.55 1.44
    PNC Financial Services Group Inc* Financial Services 25.17 1.37
    Vornado Realty Trust* RealEstate -23.72 1.30
    Tejon Ranch Co* RealEstate -13.16 1.16
    White Mountains Insurance Group * Financial Services 3.97 1.14
    First Industrial Realty Trust In* RealEstate 17.65 1.14
    Cavco Industries Inc* Consumer Cyclical 46.57 1.10
    Alleghany Corp* Financial Services -3.68 1.07
    Lowe's Companies Inc* Consumer Cyclical 22.50 0.92
    Trinity Place Holdings Inc* RealEstate -23.97 0.79
    Amgen Inc* Healthcare 23.12 0.70
    Masco Corp* Basic Materials 36.39 0.70
    Anixter International Inc* Industrials -13.51 0.64
    Fidelity National Financial Inc* Financial Services 58.69 0.62
    Ralph Lauren Corp Class A* Consumer Cyclical 14.97 0.60

    Best 5-Year Relative Performance | More
    12-08-17

    Worst 5-Year Relative Performance | More
    12-08-17

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Real Es Michael H. Winer 10.50
    Third Avenue Interna Matthew Fine 5.90
    Third Avenue Focused Thomas A. LaPointe 5.70
    Third Avenue Small C Victor Cunningham 0.20
    Third Avenue Value I Matthew Fine 0.20

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Small C Victor Cunningham 0.20
    Third Avenue Value I Matthew Fine 0.20
    Third Avenue Focused Thomas A. LaPointe 5.70
    Third Avenue Interna Matthew Fine 5.90
    Third Avenue Real Es Michael H. Winer 10.50