TAVIX Rating, Research - Third Avenue International Value Instl

Third Avenue International Value Instl (tavix)

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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 = 48

Threats + Weaknesses = 38

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund primarily invests in equity securities (see equity research) of well-financed companies located outside of the United States. While the fund may invest in companies located anywhere in the world, it currently expects that most of its assets will be invested in the more developed countries, and under normal circumstances, the fund invests at least 80% of assets in securities of issuers located outside of the United States at the time of investment. The funds non-diversified.

Management Analysis Update

Performance Analysis Update