TAREX Rating, Research - Third Avenue Real Estate Value Instl

Third Avenue Real Estate Value Instl (tarex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 34

Threats + Weaknesses = 20

When strengths & opportunities substantially exceed threats & weaknesses an investment in the tarex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Third Avenue Real Estate Value Instl (TAREX) Description: TAREX is a mutual fund, which is an investment that owns a basket of assets. The TAREX mutual fund was provided by Third Avenue and this investment vehicle derives the majority of its value from equity holdings (stocks). Third Avenues mutual fund has a long management tenure and is in the large fund size classification. TAREXs minimum initial investment amount is $100000 while the IRA minimum is $100000. TAREXs expense ratio is roughly 1%. The latest TAREXs front end load was 0% and the back end load was 0%. The Third Avenue Real Estate Value Instl (TAREX) mutual fund falls under the global real estate category. TAREX focuses its investments in EU and USAA and TAREX is focused on the financial industry or fund sector. The Third Avenue Real Estate Value Instl (TAREX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TAREXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TAREXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity and debt securities of companies in the real estate industry. Management seeks to acquire securities of well-financed companies at a substantial discount to the estimate of the issuing companys private market value or liquidation value. The funds non-diversified.

Management Analysis Update

Performance Analysis Update