Third Avenue Real Fund Quote

TVRVX Fund  USD 22.22  0.12  0.54%   

Performance

5 of 100

 
Low
 
High
Modest

Odds Of Distress

Less than 41

 
100  
 
Zero
Below Average
Third Avenue is trading at 22.22 as of the 29th of March 2024; that is 0.54 percent up since the beginning of the trading day. The fund's open price was 22.1. Third Avenue has about a 41 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Third Avenue Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of April 2023 and ending today, the 29th of March 2024. Click here to learn more.
The fund seeks to achieve its objective primarily by investing in equity securities, including common stocks and convertible securities, of well-financed real estate and real estate-related companies, or in companies which own significant real estate assets or derive a significant portion of gross revenues or net profits from real estate-related companies at the time of investment. More on Third Avenue Real

Moving together with Third Mutual Fund

  0.82USG USCF Gold Strategy Symbol ChangePairCorr
  0.85TVSVX Third Avenue Small-capPairCorr
  1.0TAREX Third Avenue RealPairCorr
  0.85TASZX Third Avenue SmallPairCorr
  1.0TARZX Third Avenue RealPairCorr
  0.85TASCX Third Avenue Small-capPairCorr

Moving against Third Mutual Fund

  0.68USPSX Profunds UltrashortPairCorr
  0.68USPIX Profunds UltrashortPairCorr

Third Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Third Avenue's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Third Avenue or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationThird Avenue Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Third Avenue (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Third Avenue Real [TVRVX] is traded in USA and was established 29th of March 2024. Third Avenue is listed under Third Avenue category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Third Avenue family. This fund at this time has accumulated 303.9 M in assets with no minimum investment requirementsThird Avenue Real is currently producing year-to-date (YTD) return of 1.25% with the current yeild of 0.01%, while the total return for the last 3 years was 2.21%.
Check Third Avenue Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Third Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Third Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Third Avenue Real Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Third Avenue Real Mutual Fund Constituents

HLDVFHenderson LandPink SheetReal Estate—Diversified
AMHAmerican Homes 4StockReal Estate
FPHFive Point HoldingsStockReal Estate
JBGSJBG SMITH PropertiesStockReal Estate
LENLennarStockConsumer Discretionary
LOWLowes CompaniesStockConsumer Discretionary
MACMacerich CompanyStockReal Estate
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Third Avenue Target Price Odds Analysis

Based on a normal probability distribution, the odds of Third Avenue jumping above the current price in 90 days from now is under 4%. The Third Avenue Real probability density function shows the probability of Third Avenue mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3105. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Third Avenue will likely underperform. Additionally, third Avenue Real has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 22.22HorizonTargetOdds Above 22.22
96.25%90 days
 22.22 
3.63%
Based on a normal probability distribution, the odds of Third Avenue to move above the current price in 90 days from now is under 4 (This Third Avenue Real probability density function shows the probability of Third Mutual Fund to fall within a particular range of prices over 90 days) .

Third Avenue Real Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Third Avenue market risk premium is the additional return an investor will receive from holding Third Avenue long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Third Avenue. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Third Avenue's alpha and beta are two of the key measurements used to evaluate Third Avenue's performance over the market, the standard measures of volatility play an important role as well.

Third Avenue Against Markets

Picking the right benchmark for Third Avenue mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Third Avenue mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Third Avenue is critical whether you are bullish or bearish towards Third Avenue Real at a given time. Please also check how Third Avenue's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Third Avenue without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Third Mutual Fund?

Before investing in Third Avenue, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Third Avenue. To buy Third Avenue fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Third Avenue. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Third Avenue fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Third Avenue Real fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Third Avenue Real fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Third Avenue Real, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Third Avenue Real?

The danger of trading Third Avenue Real is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Third Avenue is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Third Avenue. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Third Avenue Real is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Third Avenue Real. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real.
You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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When running Third Avenue's price analysis, check to measure Third Avenue's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Third Avenue is operating at the current time. Most of Third Avenue's value examination focuses on studying past and present price action to predict the probability of Third Avenue's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Third Avenue's price. Additionally, you may evaluate how the addition of Third Avenue to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Third Avenue's value and its price as these two are different measures arrived at by different means. Investors typically determine if Third Avenue is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Third Avenue's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.