TANAKA Growth Fund (TGFRX)
View the shareholder notice for the Fund's capital gains distribution issued on December 18th, 2025
Potential New Investors
Potential New Investors
Potential New Investors
The TANAKA Growth Fund is currently open to new mutual fund investors. Investors can call 1-877-4TANAKA or contact Tanaka Capital Management at 212-490-3380.
The Fund is also available through Fidelity, Charles Schwab, Vanguard, Wells Fargo, UBS, E*Trade/Morgan Stanley, Pershing, and Janney Montgomery Scott
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Potential New Investors
Potential New Investors
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Recent Rankings & Performance:
Lipper (Multi-Cap Growth Category) - as of 6/30/26:
Morningstar (Large Growth Category) - as of 6/30/26:
Morningstar (Large Growth Category) - as of 6/30/26:
Year-to-Date: #38 out of 309 funds (13th Percentile)
1-Year: #6 out of 304 funds (2nd Percentile)
3-Years: #14 out of 287 funds (5th Percentile)
5-Years: #12 out of 266 funds (5th Percentile)
Morningstar (Large Growth Category) - as of 6/30/26:
Morningstar (Large Growth Category) - as of 6/30/26:
Morningstar (Large Growth Category) - as of 6/30/26:
Overall: 3-Stars
3-Years: 4-Stars
5-Years: 4-Stars
10-Years: 2-Stars
Our Key Strategies:
- Fund is based on same philosophy employed by Tanaka Capital
- Focuses on undervalued growth companies
- We look for reasonable P/E relative to future growth
- Ability to invest in all market caps with flexibility to shift weightings to the most attractive market cap sector
- Anticipate investors will continue to move from bonds to dividend-paying equities
- We believe "stock selection" will continue to be a source of value-added post-pandemic
Current Fund Documents
