Tanaka Capital Management

Tanaka Capital ManagementTanaka Capital ManagementTanaka Capital Management

Tanaka Capital Management

Tanaka Capital ManagementTanaka Capital ManagementTanaka Capital Management
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  • TANAKA Growth Fund
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    • Home
    • About TCM
    • TANAKA Growth Fund
    • Portfolio Options
    • News & Research
    • Contact Us
  • Home
  • About TCM
  • TANAKA Growth Fund
  • Portfolio Options
  • News & Research
  • Contact Us

TANAKA Growth Fund (TGFRX)

View the shareholder notice for the Fund's capital gains distribution issued on December 18th, 2025 

2025 Distribution Notice

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

Contact Us

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Potential New Investors

Potential New Investors

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Recent Rankings & Performance:

Lipper (Multi-Cap Growth Category) - as of 11/30/25:

Morningstar (Large Growth Category) - as of 11/30/25:

Morningstar (Large Growth Category) - as of 11/30/25:

Year-to-Date: #2 out of 349 funds (1st Percentile)

1-Year: #4 out of 347 funds (2nd Percentile)

3-Years: #8 out of 328 funds (3rd Percentile)

5-Years: #1 out of 304 funds (1st Percentile)

Morningstar (Large Growth Category) - as of 11/30/25:

Morningstar (Large Growth Category) - as of 11/30/25:

Morningstar (Large Growth Category) - as of 11/30/25:

Overall: 3-Stars

3-Years: 5-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

TGFRX Fact Sheet (November 2025) (pdf)Download
TANAKA Growth Fund Summary Prospectus 2025 (pdf)Download
TANAKA Growth Fund Prospectus 2025 (pdf)Download
TANAKA Growth Fund Tailored Shareholder Report - May 2025 (pdf)Download
TANAKA Growth Fund Semi-Annual Report 2025 (pdf)Download
TANAKA Growth Fund Quarterly Holdings - 2/28/25 (pdf)Download
TANAKA Growth Fund Tailored Shareholder Report 2024 (pdf)Download
TANAKA Growth Fund Annual Report 2024 (pdf)Download
TANAKA Growth Fund Quarterly Holdings - 8/30/24 (pdf)Download

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