Third Avenue:I Val;Inv (TVIVX.O)

At A Glance

You hold TVIVX.O in 0 portfolios

Net Asset Value

17.48USD

0.00 0.00%

10/30/2014

Category
World Equity
YTD Return (Cumulative)
 -13.76%
Classification
Intl Multi-Cap Value
5 Year Return (Annualized)
--
Manager Benchmark
Lipper Intl Mlt-Cp Va IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since December, 2009 »

 TVIVX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family
Inception Date12/31/2009
Portfolio Turnover11%
Dividend Yield--
Fund ManagerWadhwaney/Fine
Manager Tenure2009
Third Avenue Management LLC
622 Third Avenue
New York, NY 10017

Fees, Expenses, & Minimums

Load TypeLevel
Total Expense Ratio1.65%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee2.00%
Initial Investment$2,500
Subsequent Investments$1,000
Initial IRA Investments$2,500
Subsequent IRA Investments$200

Investment Strategy

The Fund seeks long-term capital appreciation. The Fund seeks to achieve its objective by acquiring equity securities, including common stocks and convertible securities, of well-financed companies (meaning companies with high quality assets and a relative absence of liabilities) located outside of the United States.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
121
Consistent Return
 
121
Capital Preservation
 
10912
Low Expense
 
21
Tax Efficiency (U.S. only)
 
121

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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