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 38 positions across sectors including Financials, Industrials, Energy. Inception date: 2018-03-01.
TASZX performance shows a YTD return of 22.98%. The 1-year return is 26.52% and the 5-year return is 12.63%. TASZX dividend yield stands at 3.10%, paid annually.
TASZX top holdings include Dreyfus Treasury Securities Cash Management Fund - Institutional Shares (10.8%), Encore Capital Group, Inc. (5.6%), Umb Financial Corp. (5.2%), Pbf Energy Inc (4.5%), Icf International, Inc. (3.8%). 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.