Third Avenue Value Fund
Shareclass
Third Avenue Value Instl (TAVFX)
Type
Open-end mutual fund
Manager
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 Value Fund
FUND COVERAGE
# of holdings24
% of assets76%
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
16 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mercedes-Benz Group AG2.32%$17.07M
- 2. Genting Singapore Ltd2.34%$17.24M
- 3. Bank of Ireland Group PLC5.05%$37.19M
- 4. Jardine Cycle & Carriage Ltd2.66%$19.56M
- 5. Comerica Inc1.25%$9.23M
- 6. Deutsche Bank AG3.55%$26.16M
- 7. Harbour Energy PLC2.74%$20.19M
- 8. easyJet PLC3.21%$23.62M
- 9. Close Brothers Group PLC2.47%$18.2M
- 10. Buzzi SpA4.22%$31.05M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Tidewater Inc4.24%$31.25M
- 2. Capstone Copper Corp5.37%$39.51M
- 3. Warrior Met Coal Inc3.5%$25.79M
- 4. Jeol Ltd2.46%$18.08M
- 5. Taiheiyo Cement Corp3.18%$23.39M
- 6. Paltac Corp2.67%$19.65M
- 7. Lundin Mining Corp3.2%$23.55M
- 8. Subaru Corp4%$29.43M
- 9. Valaris Ltd2.94%$21.66M
- 10. CK Hutchison Holdings Ltd3.51%$25.86M
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 Value Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
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 Value Fund TAVFX
Environment
Social
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