TANAKA Growth Fund Achieves Top Ranking in Performance
Tanaka Capital Management (TCM) is thrilled to announce that the TANAKA Growth Fund (TGFRX) has earned the prestigious title of #1 among 304 funds in the Multi-Cap Growth category, as recognized by LSEG Lipper. This remarkable ranking highlights the Fund's exceptional performance over the past five years, culminating in a stunning cumulative return of 212%. In contrast, the benchmark Wilshire 2500 Growth Index achieved a return of 112%, while the S&P 500 lagged with a 104% return.
Strong Performance Contributing to Success
According to Graham Tanaka, the President of TCM and Co-Portfolio Manager of the Fund, this top ranking reflects their commitment to a consistent investment approach. The Fund's strategy focuses on pinpointing stocks with company-specific catalysts for value creation, which is essential during diverse market conditions. They emphasize investment in Platform Growth™ companies, aiming for innovative new product iterations that facilitate long-term growth.
Impressive Year-to-Date Gains
The impressive five-year ranking has found additional support through strong performance in 2025, with the TANAKA Growth Fund experiencing year-to-date gains of 49.6% as of mid-December. This performance stands in stark contrast to the 16.8% and 17.7% gains of the Wilshire 2500 Growth and S&P 500, respectively. Benjamin Bratt, Co-Portfolio Manager, notes that this year's accomplishments have been widespread, with 12 holdings rising over 30% and three holdings tripling in value, driven by various thriving sectors including biotechnology, critical minerals, clean energy, technology, and consumer staples.
Investment Opportunities Available
For potential investors, the TANAKA Growth Fund is currently open for new investments. Interested parties can easily purchase shares by contacting 1-877-4TANAKA, or through a range of leading investment platforms including Fidelity, Charles Schwab, Morgan Stanley, Vanguard, Wells Fargo, UBS, LPL Financial Services, and Janney Montgomery Scott. The accessibility of this Fund makes it easier for anyone looking to diversify their portfolio with high-quality growth investments.
About Tanaka Capital Management
Established in 1986, Tanaka Capital Management operates as the advisor to the TANAKA Growth Fund, specializing in providing tailored investment services to high-net-worth individuals, pension plans, and endowments. Their philosophy is centered around identifying undervalued or overlooked companies with robust long-term growth potential. Moreover, they are welcoming new clients for privately managed accounts, continuing their mission to support investors in achieving their financial goals.
Frequently Asked Questions
What is the performance of the TANAKA Growth Fund?
The TANAKA Growth Fund achieved a cumulative return of 212% over five years, outperforming benchmarks such as the Wilshire 2500 Growth Index and the S&P 500.
How can I invest in the TANAKA Growth Fund?
Investors can trade shares of the TANAKA Growth Fund by calling 1-877-4TANAKA or through major investment platforms.
What is the focus of Tanaka Capital Management?
Tanaka Capital Management aims to identify misunderstood or undiscovered companies showing durable long-term growth potential while managing investment for high-net-worth individuals and others.
How has the TANAKA Growth Fund performed in 2025?
In 2025, the TANAKA Growth Fund reported impressive year-to-date gains of 49.6%, outperforming its benchmarks significantly.
What types of companies does the TANAKA Growth Fund focus on?
The Fund emphasizes investing in Platform Growth™ companies and those with strong catalysts for value creation in various sectors.
