TASCX Rating, Research - Third Avenue Small Cap Value Instl

Third Avenue Small Cap Value Instl (tascx)

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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 = 11

Threats + Weaknesses = 11

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

Fund Management Team

Fund Description Update

Third Avenue Small Cap Value Instl (TASCX) Description: TASCX is a mutual fund, which is an investment that owns a basket of assets. The TASCX 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. TASCXs minimum initial investment amount is $100000 while the IRA minimum is $100000. TASCXs expense ratio is roughly 1%. The latest TASCXs front end load was 0% and the back end load was 0%. The Third Avenue Small Cap Value Instl (TASCX) mutual fund falls under the small mixed category. TASCX focuses its investments in USA and TASCX is not affiliated with a particular industry or fund sector. The Third Avenue Small Cap Value Instl (TASCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TASCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TASCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund mainly invests in common stocks (see stock research) of "small-cap" and "mid-cap" companies. Under normal market conditions, it invests at least 80% of net assets, including any borrowings for investment purposes, in securities of companies having a market capitalization in the range of the Russell 2500TM Index. Although the fund mainly invests in U.S. companies, it can invest in securities issued by companies or governments in any country, including in developing or emerging market countries.

Management Analysis Update

Performance Analysis Update