TAVZX Mutual Fund

TAVZX Mutual Fund (Third Avenue Value Fund Class Z) is managed by Third Avenue Management. TAVZX expense ratio is 1.07%, holding 33 positions across sectors including Materials, Energy, Industrials. Inception date: 2018-03-01.

TAVZX performance shows a YTD return of 15.76%. The 1-year return is 39.26% and the 5-year return is 16.47%. TAVZX dividend yield stands at 6.06%, paid annually.

TAVZX top holdings include Dreyfus Trsry Securities Cash Mgmt (10.9%), Tidewater Inc (4.5%), Lundin Mining Corp (4.4%), Bayerische Motoren Werke Ag (4.3%), Capstone Mining Corp (4.2%). Go to all TAVZX holdings, TAVZX sectors, or TAVZX dividends.

TAVZX can be compared against other funds. Use TAVZX overlap to find shared positions, or TAVZX vs another fund for a side-by-side view. TAVZX alternatives are available via the screener, along with tax-loss harvesting opportunities.