Third Avenue Small-Cap Value Fund Investor Class (TVSVX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.76: the stock has moved about 24% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 15, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerThird Avenue Small-Cap Value Fund Investor Class (TVSVX) trades at $23.61. Third Avenue Small-Cap Value Fund Investor Class (TVSVX) focuses on investing in undervalued, well-financed small-cap companies. Sector: Financials.
Price as of · Last analyzed: Mar 15, 2026Analyst Coverage for TVSVX: TVSVX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Third Avenue Small-Cap Value Fund Investor Class (TVSVX) Financial Services Profile
Third Avenue Small-Cap Value Fund Investor Class (TVSVX) is an asset management fund focusing on undervalued small-cap companies. With a value-oriented investment strategy, the fund seeks long-term capital appreciation by investing at least 80% of its net assets in small-cap securities, including both domestic and foreign equities.
What Is the Investment Thesis for TVSVX?
TVSVX presents a value-oriented investment opportunity focused on small-cap equities. The fund's strategy of investing in undervalued, well-financed companies offers potential for long-term capital appreciation. With a beta of 0.76, the fund exhibits lower volatility compared to the broader market, potentially providing downside protection during market downturns. The fund's growth catalysts include the potential for small-cap companies to outperform during economic expansions and the advisor's ability to identify undervalued securities. However, the fund's performance is subject to the risks associated with small-cap investing, including liquidity constraints and higher volatility. The fund's success depends on the advisor's ability to accurately assess the intrinsic value of small-cap companies and navigate market fluctuations.
Based on FMP financials and quantitative analysis
TVSVX Key Highlights
Market capitalization of $0.19 billion, indicating a small-cap focus.
- Beta of 0.76, suggesting lower volatility compared to the overall market.
- Investment strategy focused on undervalued, well-financed small-cap companies.
- Minimum of 80% of net assets invested in small-cap securities.
- Flexibility to invest in both domestic and foreign securities for diversification.
Who Are TVSVX's Competitors?
TVSVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ACTIX Advisors Capital Tactical Fixed Income Fund | $9.23 | 0.00% | $205M | — |
| ALSRX Alger Small Cap Growth Institutional Fund Class I | $21.57 | +1.36% | $201M | — |
| ARCFX Water Island Credit Opportunities Fund Retail Class | $9.81 | +0.10% | $169M | — |
| BVAOX Madison Small Cap Fund Class Y | $10.35 | +1.17% | $160M | — |
| DNINX Dunham International Stock Fund Class N | $27.71 | +0.98% | $270M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TVSVX's Key Strengths?
Value investing approach.
- Focus on undervalued small-cap companies.
- Potential for long-term capital appreciation.
- Flexibility to invest in both domestic and foreign securities.
What Are TVSVX's Weaknesses?
Small-cap focus can lead to higher volatility.
- Dependence on advisor's ability to identify undervalued securities.
- Value investing may underperform in certain market environments.
- Relatively small market capitalization.
What Are the Key Risks for TVSVX?
Economic downturns can negatively impact small-cap companies.
- Rising interest rates can reduce the attractiveness of value stocks.
- Increased competition from other asset management firms.
- Regulatory changes can impact the asset management industry.
What Are TVSVX's Competitive Advantages?
- Value Investing Expertise: The fund's advisor has expertise in value investing, which can provide a competitive advantage in identifying undervalued securities.
- Small-Cap Focus: The fund's focus on small-cap companies allows it to tap into potential growth opportunities that may be overlooked by larger investors.
- Long-Term Track Record: A long-term track record of successful value investing can attract investors and build trust.
What Does TVSVX Do?
Third Avenue Small-Cap Value Fund Investor Class (TVSVX) is a financial services company operating within the asset management industry. The fund is designed to provide investors with exposure to small-capitalization companies that the advisor believes are trading at a discount to their intrinsic value. TVSVX invests primarily in equity securities, including common stocks and convertible securities, of well-financed small companies. The fund's investment strategy is rooted in a value investing approach, seeking to identify companies with strong fundamentals that are undervalued by the market. The fund's investment policy requires that at least 80% of its net assets (plus any borrowing for investment purposes) be invested in the securities of companies considered small. This focus on small-cap companies allows the fund to tap into potential growth opportunities that may be overlooked by larger institutional investors. TVSVX also has the flexibility to invest in both domestic and foreign securities, providing diversification and access to a broader range of investment opportunities. The fund's objective is to achieve long-term capital appreciation by carefully selecting and investing in undervalued small-cap companies with strong financial positions.
What Products and Services Does TVSVX Offer?
- Invests in equity securities of well-financed small companies.
- Focuses on companies trading at a discount to their intrinsic value.
- Aims for long-term capital appreciation.
- Invests at least 80% of net assets in small-cap securities.
- Invests in both domestic and foreign securities.
- Employs a value investing approach.
How Does TVSVX Make Money?
- Generates revenue through management fees based on assets under management.
- Invests in undervalued small-cap companies.
- Seeks to achieve long-term capital appreciation for investors.
What Industry Does TVSVX Operate In?
TVSVX operates in the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. TVSVX's focus on small-cap value investing differentiates it from other asset management firms that may focus on different asset classes or investment styles. The fund's performance is influenced by the overall performance of the small-cap market and the advisor's ability to identify undervalued securities. Competitors such as ACTIX, ALSRX, ARCFX, BVAOX, and DNINX also operate in the asset management space, offering alternative investment options to investors.
Who Are TVSVX's Key Customers?
- Individual investors seeking exposure to small-cap value stocks.
- Institutional investors looking for value-oriented investment strategies.
- Retirement savers seeking long-term capital appreciation.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -4.1%.
TVSVX Financials
Bull Case vs Bear Case
Bull Case
- Value investing approach.
- Focus on undervalued small-cap companies.
- Potential for long-term capital appreciation.
- Flexibility to invest in both domestic and foreign securities.
Bear Case
- Small-cap focus can lead to higher volatility.
- Dependence on advisor's ability to identify undervalued securities.
- Value investing may underperform in certain market environments.
- Relatively small market capitalization.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TVSVX Latest News
No recent news available for TVSVX.
TVSVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TVSVX.
Price Targets
Wall Street price target analysis for TVSVX.
TVSVX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for TVSVX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Third Avenue Small-Cap Value Fund Investor Class (TVSVX) — Financials
What does Third Avenue Small-Cap Value Fund Investor Class do?
Third Avenue Small-Cap Value Fund Investor Class (TVSVX) is an asset management fund that invests primarily in equity securities of well-financed small companies.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.