Third Avenue Real Estate Value Fund -Z Share (TARZX)
The Third Avenue Real Estate Value Fund (TARZX) is a mutual fund that focuses on investing in undervalued real estate assets. It is designed for investors seeking long-term growth and income potential through a diversified portfolio of real estate securities. The "Z Share" designation indicates that this fund is intended for institutional investors and has a lower expense ratio compared to other share classes. With a focus on value investing, this fund aims to provide investors with exposure to the real estate market while seeking to generate attractive returns.
TARZX Mutual Fund Chart & Stats
$21.62
- Previous Close
- $21.62
- Sub-Category
- Real Estate
- Total Liabilities
- $354.83K
- Expense Ratio
- 1.07%
- Holding Count
- 32
- Brand
- Third Avenue Trust
- Category
- Equity
- Total Assets
- 306.09M
- Shares Outstanding
- N/A
- 52-Week Range
- $20.91 - $26.91
TARZX Mutual Fund News
TARZX Mutual Fund Smart Score
Neutral
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Top 10 Holdings
| Name | Weight % |
|---|---|
| BNBrookfield Corporation | 6.42% |
| CBRECbre Group | 5.95% |
| FMCKJFEDERAL HOME LOAN MORTGAGE CORP | 5.13% |
| FNMASFEDERAL NATIONAL MORTGAGE ASSOCIATION | 5.03% |
| PLDPrologis, Inc. | 4.90% |
| FPHFive Point Holdings | 4.36% |
| UHAL.BU-Haul Holding Company Series N Non-Voting | 4.15% |
| LEN.BLennar Corporation Class B | 4.05% |
| 1113CK Asset Holdings | 3.62% |
| SUISun Communities, Inc. | 3.58% |
| Total | 47.18% |
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