Third Avenue Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-5.2510.2618.15-19.594.03
    Category Average-1.365.6616.97-8.7814.97
    Assets for Each Yr*4.593.243.392.181.85
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 4.03 0.30 0.46

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,846 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 10.23 1.20 Average
    International Stock 1.0 33.51 1.20 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Real Es Jason Wolf 7.90
    Third Avenue Small C Victor Cunningham 2.00
    Third Avenue Value I Matthew Fine 2.00

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Third Avenue Small C Victor Cunningham 2.00
    Third Avenue Value I Matthew Fine 2.00
    Third Avenue Real Es Jason Wolf 7.90