- What are the top holdings of TAREX?
- A machine-readable holdings disclosure for Third Avenue Real Estate Value Fund Institutional Class (TAREX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does TAREX invest in?
- Third Avenue Real Estate Value Fund Institutional Class (TAREX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is TAREX most exposed to?
- TAREX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is TAREX a US-only fund?
- The country allocation card on this page shows TAREX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does TAREX invest in?
- The fund's main goal is to generate significant long-term growth for its investors. It aims to achieve this by primarily investing in ownership stakes, such as common stocks and convertible securities, of financially sound companies. These companies are either directly involved in the real estate sector, have operations closely tied to it, hold substantial real estate properties, or obtain a significant part of their income or profits from real estate-related ventures at the point of investment. Typically, a minimum of 80% of the fund's total investment capital (including any borrowed money for investment purposes) will be allocated to securities issued by these real estate and real estate-related businesses.
