Third Avenue Real Fund Quote
| TVRVX Fund | USD 25.67 0.12 0.47% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Third Avenue is trading at 25.67 as of the 12th of December 2024; that is 0.47 percent down since the beginning of the trading day. The fund's open price was 25.79. Third Avenue has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of November 2024 and ending today, the 12th of December 2024. Click here to learn more.
The fund seeks to achieve its objective primarily by investing in equity securities, including common stocks and convertible securities, of well-financed real estate and real estate-related companies, or in companies which own significant real estate assets or derive a significant portion of gross revenues or net profits from real estate-related companies at the time of investment. More on Third Avenue Real
Moving together with Third Mutual Fund
| 0.86 | TVSVX | Third Avenue Small | PairCorr |
| 0.95 | TAREX | Third Avenue Real | PairCorr |
| 0.92 | TARZX | Third Avenue Real | PairCorr |
Moving against Third Mutual Fund
Third Mutual Fund Highlights
| Fund Concentration | Third Avenue Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Third Avenue, Large, Global Real Estate (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Third Avenue Real [TVRVX] is traded in USA and was established 12th of December 2024. Third Avenue is listed under Third Avenue category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Third Avenue family. This fund at this time has accumulated 303.9 M in assets with no minimum investment requirementsThird Avenue Real is currently producing year-to-date (YTD) return of 19.29% with the current yeild of 0.01%, while the total return for the last 3 years was 3.4%.
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 Real 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 Real Mutual Fund Constituents
| HLDVF | Henderson Land | Pink Sheet | Real Estate—Diversified | |
| AMH | American Homes 4 | Stock | Real Estate | |
| FPH | Five Point Holdings | Stock | Real Estate | |
| JBGS | JBG SMITH Properties | Stock | Real Estate | |
| LEN | Lennar | Stock | Consumer Discretionary | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| MAC | Macerich Company | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate |
Third Avenue Real Risk Profiles
| Mean Deviation | 0.7016 | |||
| Semi Deviation | 0.6383 | |||
| Standard Deviation | 0.9419 | |||
| Variance | 0.8872 |
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.
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |