TANAKA Growth Fund Scores Impressive #2 Lipper Ranking
A Remarkable Achievement for TANAKA Growth Fund
The TANAKA Growth Fund has recently made headlines by securing the remarkable #2 ranking out of 302 funds in the Multi-Cap Growth category, based on its performance over the last five years. This accolade recognizes the fund's outstanding five-year total return of 220%, which significantly outperformed benchmarks like the Wilshire 2500 Growth index at 127% and the S&P 500 at 114%.
Insights from Leadership
Graham Tanaka, President of Tanaka Capital Management (TCM) and Co-Portfolio Manager of the TANAKA Growth Fund, expressed pride in the fund's achievements. "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. Our results reflect the benefits of actively managing through market cycles and a diversified portfolio spanning various sectors such as technology, healthcare, and financials."
Strategic Investment Approach
Benjamin Bratt, Co-Portfolio Manager of the TANAKA Growth Fund, shared his insights on the fund's investment strategies. He attributed their success to a disciplined approach to bottom-up stock selection and the early identification of Platform Growth companies. This strategy has led to new investments in promising sectors including critical minerals, biotechnology, and electric batteries. As a result, the fund has achieved an impressive 59% year-to-date gain, compared to 15% for the Wilshire 2500 Growth index and 14% for the S&P 500, as of mid-October.
Opportunities for Investors
The TANAKA Growth Fund is welcoming new investors and offers accessibility through various major investment platforms. Interested individuals can invest directly by calling 1-877-4TANAKA or through platforms like Fidelity, Charles Schwab, and Vanguard. The firm aims to expand its reach and provide investment opportunities to those interested in long-term growth prospects.
About Tanaka Capital Management
Founded in 1986, Tanaka Capital Management serves as the advisor to the TANAKA Growth Fund while also providing customized investment management services to high-net-worth individuals, pension plans, and endowments. The firm's investment philosophy focuses on uncovering misunderstood or undiscovered companies that possess significant growth potential over the long term. With a commitment to excellence, Tanaka Capital Management is currently accepting new clients for their privately managed accounts.
Frequently Asked Questions
What is the recent ranking achieved by the TANAKA Growth Fund?
The TANAKA Growth Fund achieved the #2 ranking in the Multi-Cap Growth category among 302 funds, based on performance over five years.
How much has the TANAKA Growth Fund returned over five years?
The fund has reported a total return of 220% over the last five years, outperforming its benchmarks significantly.
What investment strategy does TANAKA Growth Fund follow?
The fund focuses on bottom-up stock selection and targets Platform Growth companies early, which has shaped its investment approach and success.
How can one invest in the TANAKA Growth Fund?
Investors can invest in the fund by calling 1-877-4TANAKA or through major platforms such as Fidelity and Charles Schwab.
How is the TANAKA Growth Fund managed?
The fund is managed by Tanaka Capital Management, which specializes in identifying growth opportunities across various sectors and managing diversified portfolios.
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