TARZX Mutual Fund
TARZX Mutual Fund
Third Avenue Real Estate Value Fund -Z Share

TARZX Mutual Fund Overview
TARZX Mutual Fund (Third Avenue Real Estate Value Fund -Z Share) is managed by Third Avenue Management. TARZX expense ratio is 1.07%, holding 37 positions across sectors including Real Estate, Unknown, Consumer Discretionary. Inception date: 2018-03-01.
TARZX performance shows a YTD return of -4.84%. The 1-year return is 0.20% and the 5-year return is 3.37%. TARZX dividend yield stands at 6.08%, paid annually.
TARZX top holdings include Brookfield Corp (6.5%), Cbre Group Inc. Class A (6.4%), Federal National Mortgage Association (5.4%), Freddie Mac Preferred Stock (5.2%), Prologis Inc (4.8%). View all TARZX holdings, sector breakdown, or dividend history.
TARZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TARZX alternatives are available via the screener, along with tax-loss harvesting opportunities.