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TANAKA Growth Fund Achieves Remarkable Ranking in Lipper Survey

On October 16, 2025, Tanaka Capital Management (TCM) proudly announced that its TANAKA Growth Fund (TGFRX) has secured the #2 position out of 302 funds in the Multi-Cap Growth category according to the latest findings from LSEG Lipper. This incredible accomplishment underscores the fund's strong performance over the past five years, culminating in a total return of 220%—a substantial outperformance compared to its benchmarks, including the Wilshire 2500 Growth index at 127% and the S&P 500 at 114%.

In a statement from Graham Tanaka, President of TCM and Co-Portfolio Manager of the fund, he expressed his satisfaction with the fund’s performance, stating, "We are pleased that the TANAKA Growth Fund continues to deliver superior long-term returns for shareholders and maintain a top ranking in its category." This affirmation highlights the firm’s commitment to navigating diverse market cycles and managing a well-diversified portfolio, which encompasses a breadth of companies from small-cap to mega-cap across various sectors such as technology, healthcare, financials, energy, and materials.

Benjamin Bratt, Co-Portfolio Manager of the TANAKA Growth Fund, elaborated on the fund's distinct investment approach, emphasizing their focus on bottom-up stock selection. He mentioned, "Identifying Platform Growth companies early has proven to be a key differentiator in an increasingly passive investment landscape." This strategy has driven several of their recent investments in burgeoning sectors such as critical minerals, biotechnology, and electric batteries. These sectors have already begun to contribute positively to the fund's performance, with a reported gain of 59% year-to-date, outperforming its benchmarks—the Wilshire 2500 Growth index and the S&P 500—by significant margins, as of October 14, 2025.

Media Engagement and Investing Opportunities

Graham Tanaka remains a prominent figure in finance, having appeared frequently on networks such as CNBC, Bloomberg Television, and Reuters, earning recognition for his expertise in identifying platform companies with considerable growth potential. He is available for interviews and commentary, providing insights into his investment strategies and the market outlook to interested media outlets.

Investors eager to join the TANAKA Growth Fund can do so through various platforms including Fidelity, Charles Schwab, Morgan Stanley, Vanguard, and more. For direct investment inquiries, potential investors can reach out at 1-877-4TANAKA.

About Tanaka Capital Management

Founded in 1986, Tanaka Capital Management serves as the advisor for the TANAKA Growth Fund and offers tailored investment management services to a wide range of clientele, including high-net-worth individuals and institutional investors. The firm’s investment philosophy is rooted in identifying underappreciated companies with sustainable long-term growth trajectories. Currently, Tanaka Capital Management is welcoming new clients for privately managed accounts, encouraging prospective investors to learn more about their offerings at www.tanaka.com.

Important Disclaimers

Investors should note that past performance is not indicative of future results. The value of investments can fluctuate, and investors may receive less than their original amount upon redemption. Investors are encouraged to review the fund’s prospectus, which contains crucial information regarding investment objectives and associated risks. A current copy of the prospectus can be obtained by contacting 1-877-4TANAKA.

LSEG Lipper, a company within the London Stock Exchange Group, is a well-regarded source for mutual fund performance rankings, and their evaluations take into account capital gains and reinvested dividends to ensure accurate historical rankings.