Third Avenue Value Fund Quote
| TAVZX Fund | USD 64.98 0.19 0.29% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Third Avenue is trading at 64.98 as of the 24th of November 2024; that is 0.29 percent down since the beginning of the trading day. The fund's open price was 65.17. Third Avenue has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Third Avenue Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
The fund seeks to achieve its objective mainly by acquiring common stocks of well-financed companies at a discount to what the Adviser believes is their intrinsic value. It may invest in companies of any market capitalization and across all industries. More on Third Avenue Value
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Third Mutual Fund Highlights
| Fund Concentration | Third Avenue Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Third Avenue (View all Sectors) |
| Update Date | 30th of September 2024 |
Third Avenue Value [TAVZX] is traded in USA and was established 24th of November 2024. Third Avenue is listed under Third Avenue category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Third Avenue family. This fund at this time has accumulated 339.11 M in assets with no minimum investment requirementsThird Avenue Value is currently producing year-to-date (YTD) return of 2.5% with the current yeild of 0.02%, while the total return for the last 3 years was 11.45%.
Check Third Avenue Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Third Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Third Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Third Avenue Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Third Avenue Value Mutual Fund Constituents
| JCI | Johnson Controls International | Stock | Industrials | |
| CVCO | Cavco Industries | Stock | Consumer Discretionary | |
| WY | Weyerhaeuser | Stock | Real Estate | |
| CMA | Comerica | Stock | Financials | |
| EXP | Eagle Materials | Stock | Materials | |
| HA | Hawaiian Holdings | Stock | Industrials | |
| HCC | Warrior Met Coal | Stock | Materials | |
| ORI | Old Republic International | Stock | Financials |
Third Avenue Value Risk Profiles
| Mean Deviation | 0.7728 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 | |||
| Risk Adjusted Performance | (0.07) |
Third Avenue Against Markets
Other Information on Investing in Third Mutual Fund
Third Avenue financial ratios help investors to determine whether Third Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Third with respect to the benefits of owning Third Avenue security.
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