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TASCX Third Avenue Small Cap Value Instl Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment 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 small companies at a discount to what the Adviser believes is their intrinsic value. The advisor expects to invest at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of companies that are considered small. It also invests in both domestic and foreign securities.

Market Cap

The average market capitalization across the Third Avenue Small Cap Value Instl MF is 2.42B. The market cap for tickers in the group ranges from 345.21M to 4.81B. TDW holds the highest valuation in this group at 4.81B. The lowest valued company is HBB at 345.21M.

Volume

The average weekly volume growth across all stocks in the Third Avenue Small Cap Value Instl MF was 3%. For the same stocks of the MF, the average monthly volume growth was 64% and the average quarterly volume growth was 74%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 56
Price Growth Rating: 58
SMR Rating: 69
Profit Risk Rating: 52
Seasonality Score: -9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Third Avenue Trust622 Third Avenue, 32nd FloorNew York
Phone
N/A
Web
www.thirdavenuefunds.com
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TASCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TASCX has been closely correlated with DFSVX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if TASCX jumps, then DFSVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TASCX
1D Price
Change %
TASCX100%
N/A
DFSVX - TASCX
77%
Closely correlated
-1.36%
DFFVX - TASCX
72%
Closely correlated
-1.31%
VSIAX - TASCX
68%
Closely correlated
-0.85%
VSIIX - TASCX
68%
Closely correlated
-0.87%
VISVX - TASCX
68%
Closely correlated
-0.85%
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