TANAKA Growth Fund (TGFRX)
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 9/30/25:
Morningstar (Large Growth Category) - as of 9/30/25:
Morningstar (Large Growth Category) - as of 9/30/25:
Year-to-Date: #14 out of 346 funds (5th Percentile)
1-Year: #37 out of 338 funds (11th Percentile)
3-Years: #48 out of 324 funds (15th Percentile)
5-Years: #2 out of 302 funds (1st Percentile)
Morningstar (Large Growth Category) - as of 9/30/25:
Morningstar (Large Growth Category) - as of 9/30/25:
Morningstar (Large Growth Category) - as of 9/30/25:
Overall: 3-Stars
3-Years: 3-Stars
5-Years: 5-Stars
10-Years: 1-Star
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
