Third Avenue International Real Estate Value Fund
Shareclass
Third Avenue International RE Val Z (REIZX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 396 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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 International Real Estate Value Fund REIZX
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Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Genting Singapore Ltd3.51% of assets$1.99M invested
- 2. TAG Immobilien AG1.98% of assets$1.13M invested
- 3. National Storage REIT5.53% of assets$3.14M invested
- 4. Berkeley Group Holdings (The) PLC2.27% of assets$1.29M invested
- 5. Grainger PLC5.29% of assets$3.01M invested
- 6. Big Yellow Group PLC4.55% of assets$2.59M invested
- 7. Hongkong Land Holdings Ltd3.33% of assets$1.89M invested
- 8. Swire Pacific Ltd Class B3.52% of assets$2M invested
- 9. Merlin Properties SOCIMI SA3.9% of assets$2.22M invested
- 10. Sun Hung Kai Properties Ltd4.48% of assets$2.55M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. CTP NV Ordinary Shares6.23% of assets$3.54M invested
- 2. Nomura Real Estate Holdings Inc4.15% of assets$2.36M invested
- 3. ESR Group Ltd3.99% of assets$2.27M invested
- 4. Shurgard Self Storage Ltd4.28% of assets$2.43M invested
- 5. Sun Hung Kai Properties Ltd4.48% of assets$2.55M invested
- 6. Merlin Properties SOCIMI SA3.9% of assets$2.22M invested
- 7. Swire Pacific Ltd Class B3.52% of assets$2M invested
- 8. Hongkong Land Holdings Ltd3.33% of assets$1.89M invested
- 9. Big Yellow Group PLC4.55% of assets$2.59M invested
- 10. Grainger PLC5.29% of assets$3.01M invested
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Financial performance
Performance data provided by
Find more financial data on REIZX at Morningstar.com
Find more financial data on REIZX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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