Third Avenue Small Cap Fund Quote
| TVSVX Fund | USD 21.66 0.06 0.28% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Third Avenue is trading at 21.66 as of the 4th of December 2024; that is 0.28 percent down since the beginning of the trading day. The fund's open price was 21.72. Third Avenue has about a 21 % 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. Equity ratings for Third Avenue Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund seeks to achieve its objective by acquiring equity securities, including common stocks and convertible securities, of well-financed small companies at a discount to what the Adviser believes is their intrinsic value. The advisor expects to invest at least 80 percent of its net assets in securities of companies that are considered small. More on Third Avenue Small Cap
Moving together with Third Mutual Fund
| 0.85 | TVRVX | Third Avenue Real | PairCorr |
| 0.85 | TAREX | Third Avenue Real | PairCorr |
| 1.0 | TASZX | Third Avenue Small | PairCorr |
| 0.85 | TARZX | Third Avenue Real | PairCorr |
Moving against Third Mutual Fund
Third Mutual Fund Highlights
| Fund Concentration | Third Avenue Funds, Large Funds, Small Value Funds, Small Value, Third Avenue, Large, Small Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Third Avenue Small Cap [TVSVX] is traded in USA and was established 4th of December 2024. Third Avenue is listed under Third Avenue category by Fama And French industry classification. The fund is listed under Small Value category and is part of Third Avenue family. This fund at this time has accumulated 168.87 M in assets with no minimum investment requirementsThird Avenue Small is currently producing year-to-date (YTD) return of 11.37% with the current yeild of 0.0%, while the total return for the last 3 years was 10.47%.
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 Small Cap 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 Small Cap Mutual Fund Constituents
| CFR | CullenFrost Bankers | Stock | Financials | |
| WASH | Washington Trust Bancorp | Stock | Financials | |
| CALM | Cal Maine Foods | Stock | Consumer Staples | |
| MYRG | MYR Group | Stock | Industrials | |
| CBSH | Commerce Bancshares | Stock | Financials | |
| ICFI | ICF International | Stock | Industrials | |
| EME | EMCOR Group | Stock | Industrials | |
| ATNI | ATN International | Stock | Communication Services |
Third Avenue Small Risk Profiles
| Mean Deviation | 0.7503 | |||
| Semi Deviation | 0.7593 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.17 |
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.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |