Third Avenue Small-Cap Value Fund Investor Class (TVSVX) Research
The fund aims to achieve its goals by acquiring equity instruments, including common shares and convertible bonds, of financially robust smaller companies. These investments are made when the Adviser determines they are trading below their inherent value. A substantial portion of the fund, specifically a minimum of 80% of its net assets (plus any borrowed capital for investment), will be allocated to the securities of these small-cap enterprises. The portfolio has the flexibility to include both domestic and international holdings.
Market snapshot
- Symbol
- TVSVX
- Price
- $23.02
- Day change
- 0.00%
- Market cap
- $199.3M
- 52-week range
- 18.06-23.4
- 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 Investor Class (TVSVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.