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TAREX Third Avenue Real Estate Value Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), DR Horton (NYSE:DHI).

Industry description

The investment seeks long-term capital appreciation. 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. Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowing for investment purposes) will be invested in securities of real estate and real estate-related companies.

Market Cap

The average market capitalization across the Third Avenue Real Estate Value Instl MF is 50.92B. The market cap for tickers in the group ranges from 13.47B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is AMH at 13.47B.

Volume

The average weekly volume growth across all stocks in the Third Avenue Real Estate Value Instl MF was -2%. For the same stocks of the MF, the average monthly volume growth was 50% and the average quarterly volume growth was 35%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 74
P/E Growth Rating: 40
Price Growth Rating: 34
SMR Rating: 72
Profit Risk Rating: 30
Seasonality Score: 50 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category GlobalRealEstate

Profile
Fundamentals
Details
Category
Global Real Estate
Address
Third Avenue Trust622 Third Avenue, 32nd FloorNew York
Phone
N/A
Web
www.thirdavenuefunds.com
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TAREX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TAREX has been closely correlated with MGLRX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if TAREX jumps, then MGLRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TAREX
1D Price
Change %
TAREX100%
+0.44%
MGLRX - TAREX
81%
Closely correlated
-0.83%
MGLMX - TAREX
80%
Closely correlated
-0.83%
DFGEX - TAREX
66%
Closely correlated
-0.67%
BIRDX - TAREX
59%
Loosely correlated
-0.64%
VGRLX - TAREX
59%
Loosely correlated
-0.16%
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