TVFVX Rating, Research - Third Avenue Value Investor

Third Avenue Value Investor (tvfvx)

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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 = 4

Threats + Weaknesses = 5

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

Fund Management Team

Fund Description Update

Third Avenue Value Investor (TVFVX) Description: TVFVX is a mutual fund, which is an investment that owns a basket of assets. The TVFVX 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 small fund size classification. TVFVXs minimum initial investment amount is $2500 while the IRA minimum is $2500. TVFVXs expense ratio is roughly 0%. The latest TVFVXs front end load was 0% and the back end load was 0%. The Third Avenue Value Investor (TVFVX) mutual fund falls under the world stock category. TVFVX focuses its investments in EU and USA and TVFVX is not affiliated with a particular industry or fund sector. The Third Avenue Value Investor (TVFVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TVFVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TVFVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks (see stock research) of small companies with market capitalization of less than $3 billion. It may invest up to 20% of total assets in convertible and nonconvertible debt securities rated below investment grade. This fund may invest up to 20% of assets in high quality U.S. short-term debt securities and money market instruments to maintain liquidity. It is non-diversified.

Management Analysis Update

Performance Analysis Update