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Tax Information for Third Avenue Funds

The documents below contain important information for mutual fund shareholders completing federal, state and local tax returns in the United States.

2019 TAF Federal Income Tax Information

IRS Form 8937 for the Third Avenue International Value Fund for the 12/20/17 Distribution

IRS Form 8937 for the Third Avenue International Value Fund for the 3/16/18 Merger Into the Third Avenue Value Fund

Understanding Cost Basis

Cost Basis Election Form

 

Privacy Policy | Business Continuity | Diversity, Equity & Inclusion | Proxy Voting Record | Proxy Voting Policies and Procedures

FINRA Broker Check


© 2020 Third Avenue Management LLC 622 Third Avenue, New York, NY 10017
212.888.5222 | clientservice@thirdave.com

Distributor of Third Avenue Funds: Foreside Fund Services, LLC.

Mutual fund investing involves risks, including the potential loss of principal. There are no guarantees the investment strategies will be successful.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. Third Avenue Funds are offered by prospectus only. The prospectuses are available on the Fund Literature page or by calling (800) 443-1021. Read the prospectus or summary prospectus carefully before investing.

On November 23, 2020 (the “Effective Date”), the Investment Advisory Agreement between World Funds Trust (the “Trust”), on behalf of the REMS International Real Estate Value-Opportunity Fund (the “Fund”), and Real Estate Management Services Group, LLC (“REMS") (the “Former Advisory Agreement”) was assigned to Third Avenue Management, LLC (“TAM”) and the Fund’s name changed to “Third Avenue International Real Estate Value Fund.”

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