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
Gender equality score
44
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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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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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. Jones Lang LaSalle Inc3.18% of assets$11.45M invested
- 2. UNITE Group PLC/The3.13% of assets$11.28M invested
- 3. Accor SA2% of assets$7.21M invested
- 4. National Storage REIT1.37% of assets$4.93M invested
- 5. Berkeley Group Holdings PLC3.53% of assets$12.7M invested
- 6. Segro PLC2.23% of assets$8.03M invested
- 7. CBRE Group Inc6.42% of assets$23.14M invested
- 8. Weyerhaeuser Co1.15% of assets$4.16M invested
- 9. American Homes 4 Rent2.28% of assets$8.2M invested
- 10. Prologis Inc4.86% of assets$17.53M 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. U-Haul Holding Co3.47% of assets$12.52M invested
- 2. Lennar Corp3.91% of assets$14.09M invested
- 3. Brookfield Corp6.51% of assets$23.44M invested
- 4. Champion Homes Inc2.17% of assets$7.83M invested
- 5. FirstService Corp1.49% of assets$5.36M invested
- 6. Fidelity National Financial Inc2.91% of assets$10.49M invested
- 7. Jardine Matheson Holdings Ltd2.32% of assets$8.37M invested
- 8. First Industrial Realty Trust Inc1.49% of assets$5.35M invested
- 9. DR Horton Inc3.03% of assets$10.93M invested
- 10. PulteGroup Inc3.28% of assets$11.83M invested
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