Third Avenue Real Estate Value Fund - Third Avenue Trust
Shareclass
Third Avenue Real Estate Value Fund Institutional Class (TAREX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Third Avenue Real Estate Value Fund - Third Avenue Trust
FUND COVERAGE
# of holdings26
% of assets75%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
21 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Jones Lang LaSalle Inc3.18%$11.45M
- 2. UNITE Group PLC/The3.13%$11.28M
- 3. Accor SA2%$7.21M
- 4. National Storage REIT1.37%$4.93M
- 5. Berkeley Group Holdings PLC3.53%$12.7M
- 6. Segro PLC2.23%$8.03M
- 7. CBRE Group Inc6.42%$23.14M
- 8. Weyerhaeuser Co1.15%$4.16M
- 9. American Homes 4 Rent2.28%$8.2M
- 10. Prologis Inc4.86%$17.53M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. U-Haul Holding Co3.47%$12.52M
- 2. Lennar Corp3.91%$14.09M
- 3. Brookfield Corp6.51%$23.44M
- 4. Champion Homes Inc2.17%$7.83M
- 5. FirstService Corp1.49%$5.36M
- 6. Fidelity National Financial Inc2.91%$10.49M
- 7. Jardine Matheson Holdings Ltd2.32%$8.37M
- 8. First Industrial Realty Trust Inc1.49%$5.35M
- 9. DR Horton Inc3.03%$10.93M
- 10. PulteGroup Inc3.28%$11.83M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Third Avenue Real Estate Value Fund - Third Avenue Trust
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Holdings — 0 flagged holdings
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Third Avenue Real Estate Value Fund - Third Avenue Trust TAREX
Environment
Social
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