Third Avenue Small-Cap Value Fund Insti Class (TASCX) Research
The fund's primary aim is to generate substantial long-term capital growth. This is achieved by strategically acquiring equity-based securities, including common shares and convertible debt instruments, specifically targeting smaller, financially robust companies that are believed by the Adviser to be trading below their intrinsic value. A core strategy involves allocating a minimum of 80% of its net assets (inclusive of any capital borrowed for investment purposes) to securities issued by companies categorized as small-cap. The fund's holdings may encompass both domestic and international equities.
Market snapshot
- Symbol
- TASCX
- Price
- $24.01
- Day change
- 0.00%
- Market cap
- $201.1M
- 52-week range
- 18.8-24.41
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Advisors Capital Tactical Fixed Income Fund (ACTIX)
- Alger Small Cap Growth Institutional Fund Class I (ALSRX)
- Water Island Credit Opportunities Fund Retail Class (ARCFX)
- Madison Small Cap Fund Class Y (BVAOX)
- Dunham International Stock Fund Class N (DNINX)
- Touchstone Large Company Growth Fund Class Institutional (DSMLX)
- Westwood Broadmark Tactical Gr Inst (FTGWX)
- AMG GW&K Municipal Enhanced Yield Fund - Class N (GWMNX)
Open Third Avenue Small-Cap Value Fund Insti Class (TASCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.