Third Avenue Value Investor (TVFVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Third Avenue Value Investor
New York NY 10017
622 Third Avenue, 32nd Floor
Third Avenue Trust
Management information
,Lead manager since 18 September 2017
Mr. Fine joined Third Avenue in 2000 and began working with Third Avenue’s international team in an effort to identify investment opportunities in the wake of the Argentine crisis of 2001. Mr. Fine has extensive global investment experience across developed and developing markets throughout North America, Latin America, Europe and Asia.
Mr. Fine joined Third Avenue’s research and portfolio management team as a research associate, the first position typically held by Third Avenue’s internally developed talent. He became a senior research analyst in 2008, a principal of the firm in 2009 and lead portfolio manager of the Third Avenue International Value Fund in 2014.
Mr. Fine holds a B.A. in Economics from Hamilton College. He is a CFA Charterholder, a member of the New York Society of Security Analysts and a member of the Board of Trustees of Suffield Academy.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Small/Mid Stock
Fund familyThird Avenue
Net assets790.11M
YTD return7.06%
Yield1.72%
Morningstar rating★★★★
Inception date31 Oct 1990
Fund operations
Last dividend1.22
Last cap gain16.00
Holdings turnover16.00%
Average for categoryN/A
Fees and expenses
ExpenseTVFVXCategory average
Annual report expense ratio (net)1.20%1.26%
Prospectus net expense ratio1.20%N/A
Prospectus gross expense ratio1.20%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.21%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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