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.
The average market capitalization across the Third Avenue Small Cap Value Z MF is 2.46B. The market cap for tickers in the group ranges from 551.57M to 3.46B. UMBF holds the highest valuation in this group at 3.46B. The lowest valued company is FRPH at 551.57M.
The average weekly volume growth across all stocks in the Third Avenue Small Cap Value Z MF was 1%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was -34%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 62
P/E Growth Rating: 45
Price Growth Rating: 49
SMR Rating: 58
Profit Risk Rating: 58
Seasonality Score: -29 (-100 ... +100)