TASZX Mutual Fund
TASZX Mutual Fund
TASZX Mutual Fund
Third Avenue Small Cap Value Fund Class Z
TASZX Mutual Fund Overview
TASZX Mutual Fund (Third Avenue Small Cap Value Fund Class Z) is managed by Third Avenue Management. TASZX expense ratio is 1.09%, holding 36 positions across sectors including Financials, Industrials, Energy. Inception date: 2018-03-01.
TASZX performance shows a YTD return of 21.83%. The 1-year return is 36.34% and the 5-year return is 12.93%. TASZX dividend yield stands at 3.13%, paid annually.
TASZX top holdings include Encore Capital Group, Inc. (5.3%), Umb Financial Corp (4.9%), Dreyfus Trsry Securities Cash Mgmt (4.6%), Tidewater Inc (4.5%), Supernus Pharmaceuticals Inc (3.6%). Go to all TASZX holdings, TASZX sectors, or TASZX dividends.
TASZX can be compared against other funds. Use TASZX overlap to find shared positions, or TASZX vs another fund for a side-by-side view. TASZX alternatives are available via the screener, along with tax-loss harvesting opportunities.