TANAKA Growth Fund Excels with Top Rankings in Multi-Cap Growth Funds through March 2025
The TANAKA Growth Fund (TGFRX), managed by Tanaka Capital Management, has made recent headlines by securing exemplary rankings according to LSEG Lipper in the Multi-Cap Growth category of mutual funds. As of March 31, 2025, the fund has been recognized as the #2 fund out of 355 for Year-to-Date performance, the #3 fund out of 327 for the three-year period, and the #5 fund out of 297 for the five-year frame. Over the past five years, the fund's performance has soared by an impressive 250%, significantly overshadowing its benchmark, which saw a 154% increase for the Wilshire 2500 Growth index, and the S&P 500's 135% gain.
Graham Tanaka, the President of Tanaka Capital Management, expressed his satisfaction with the TANAKA Growth Fund's ongoing success, highlighting its year-to-date growth of 6.7%. In stark contrast, the S&P 500 and the fund's benchmark faced declines of 4.3% and 9.2% respectively. He attributes the fund's notable outperformance to carefully selected individual stocks, each chosen for their growth potential while remaining less affected by fluctuations in economic cycles and broader market sentiments. This strategic stock selection model, aimed at identifying unique opportunities, continues to inspire confidence, even amidst macroeconomic uncertainties.
Benjamin Bratt, Vice President and Chief Compliance Officer, elaborated on the core investment philosophy that guides the fund. This strategy is grounded in balancing bottom-up analysis of individual stocks with a focus on Platform Growth companies connected to major themes such as the Digital Revolution and the Clean Energy Transition, alongside stable blue chip investments. This approach has demonstrated resilience across varying market conditions, earning the TANAKA Growth Fund remarkable top 5 rankings over the last three and five years as recognized by LSEG Lipper.
Looking ahead, the management team remains committed to refreshing the portfolio by seeking out disruptive companies that may offer substantial multi-year growth prospects. Tanaka emphasized the company’s dedication to achieving long-term, sustainable growth for its investors and the continuous exploration of new investment opportunities to keep the portfolio innovative and competitive.
The TANAKA Growth Fund is currently open to new investors, with options available through several major financial institutions including Fidelity, Charles Schwab, and TD Ameritrade. Graham Tanaka, who has made numerous appearances on CNBC and Bloomberg, is available for media interviews to share insights on investment strategies focusing on technology, biotech, and other sectors expected to deliver durable growth.
Founded in 1986, Tanaka Capital Management prides itself on its ability to recognize undervalued companies with significant long-term growth potential. The firm's dedication to bespoke investment management services extending to high-net-worth individuals, pension funds, and endowments is a testament to its established reputation in the financial industry. As the firm remains focused on attracting new clients for its managed accounts, it continues to emphasize a thorough analysis of market trends to validate investment opportunities that promise lasting growth for its clients.
For prospective investors, it is essential to note that past performance is not indicative of future results. The returns and principal value of investments in the TANAKA Growth Fund may fluctuate, which could result in shares being worth more or less than their original value upon redemption. For those interested, the fund prospectus, which contains important details regarding the fund's investment objectives and associated risks, can be obtained easily by contacting Tanaka Capital Management. Additionally, performance data is available by calling the dedicated investor line, ensuring transparency and informed decision-making for all investors.
Graham Tanaka, the President of Tanaka Capital Management, expressed his satisfaction with the TANAKA Growth Fund's ongoing success, highlighting its year-to-date growth of 6.7%. In stark contrast, the S&P 500 and the fund's benchmark faced declines of 4.3% and 9.2% respectively. He attributes the fund's notable outperformance to carefully selected individual stocks, each chosen for their growth potential while remaining less affected by fluctuations in economic cycles and broader market sentiments. This strategic stock selection model, aimed at identifying unique opportunities, continues to inspire confidence, even amidst macroeconomic uncertainties.
Benjamin Bratt, Vice President and Chief Compliance Officer, elaborated on the core investment philosophy that guides the fund. This strategy is grounded in balancing bottom-up analysis of individual stocks with a focus on Platform Growth companies connected to major themes such as the Digital Revolution and the Clean Energy Transition, alongside stable blue chip investments. This approach has demonstrated resilience across varying market conditions, earning the TANAKA Growth Fund remarkable top 5 rankings over the last three and five years as recognized by LSEG Lipper.
Looking ahead, the management team remains committed to refreshing the portfolio by seeking out disruptive companies that may offer substantial multi-year growth prospects. Tanaka emphasized the company’s dedication to achieving long-term, sustainable growth for its investors and the continuous exploration of new investment opportunities to keep the portfolio innovative and competitive.
The TANAKA Growth Fund is currently open to new investors, with options available through several major financial institutions including Fidelity, Charles Schwab, and TD Ameritrade. Graham Tanaka, who has made numerous appearances on CNBC and Bloomberg, is available for media interviews to share insights on investment strategies focusing on technology, biotech, and other sectors expected to deliver durable growth.
Founded in 1986, Tanaka Capital Management prides itself on its ability to recognize undervalued companies with significant long-term growth potential. The firm's dedication to bespoke investment management services extending to high-net-worth individuals, pension funds, and endowments is a testament to its established reputation in the financial industry. As the firm remains focused on attracting new clients for its managed accounts, it continues to emphasize a thorough analysis of market trends to validate investment opportunities that promise lasting growth for its clients.
For prospective investors, it is essential to note that past performance is not indicative of future results. The returns and principal value of investments in the TANAKA Growth Fund may fluctuate, which could result in shares being worth more or less than their original value upon redemption. For those interested, the fund prospectus, which contains important details regarding the fund's investment objectives and associated risks, can be obtained easily by contacting Tanaka Capital Management. Additionally, performance data is available by calling the dedicated investor line, ensuring transparency and informed decision-making for all investors.
Topics Financial Services & Investing）
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