TARZX Mutual Fund
TARZX Mutual Fund
TARZX Mutual Fund
Third Avenue Real Estate Value Fund -Z Share
TARZX Mutual Fund Overview
TARZX Mutual Fund (Third Avenue Real Estate Value Fund -Z Share) is managed by Third Avenue Management. TARZX expense ratio is 1.07%, holding 37 positions across sectors including Real Estate, Consumer Discretionary, Financials. Inception date: 2018-03-01.
TARZX performance shows a YTD return of -3.95%. The 1-year return is 1.38% and the 5-year return is 2.89%. TARZX dividend yield stands at 6.03%, paid annually.
TARZX top holdings include Brookfield Corp (6.5%), CBRE group (6.4%), Federal National Mortgage Association (5.4%), Freddie Mac Preferred Stock (5.2%), Prologis Inc (4.8%). Go to all TARZX holdings, TARZX sectors, or TARZX dividends.
TARZX can be compared against other funds. Use TARZX overlap to find shared positions, or TARZX vs another fund for a side-by-side view. TARZX alternatives are available via the screener, along with tax-loss harvesting opportunities.