The TANAKA Growth Fund Achieves #1 Lipper Ranking for 5-Year Performance Through November 2025

Rhea-AI Summary

TANAKA Growth Fund (TGFRX) ranked #1 of 304 multi-cap growth funds for the five-year period ending Nov 30, 2025, per LSEG Lipper. The Fund produced a cumulative total return of 212% over five years, versus 112% for the Wilshire 2500 Growth and 104% for the S&P 500.

Year-to-date through Dec 19, 2025, the Fund gained 49.6%, compared with 16.8% for the Wilshire 2500 Growth and 17.7% for the S&P 500. Performance in 2025 was broad-based: 12 holdings rose >30% YTD and 3 positions more than tripled.

The fund manager highlighted focus on company-specific catalysts and "Platform Growth" companies; TANAKA Growth Fund is open to new investors and available through major broker platforms and direct purchase.

AI-generated analysis. Not financial advice.

Positive

• Five-year return of 212% through Nov 30, 2025
• Top ranking (#1 of 304) in Multi-Cap Growth category
• YTD 2025 gain of 49.6% through Dec 19, 2025
• 12 holdings up >30% year-to-date
• 3 positions more than tripled YTD

Negative

• None.

Key Figures

5-year return: 212% Wilshire 2500 Growth return: 112% S&P 500 return: 104% +5 more

8 metrics

5-year return 212% Five-year period ending November 30, 2025

Wilshire 2500 Growth return 112% Five-year period ending November 30, 2025 (benchmark index)

S&P 500 return 104% Five-year period ending November 30, 2025

Lipper category rank #1 of 304 funds Multi-Cap Growth category, five-year period through November 30, 2025

2025 YTD fund return 49.6% Year-to-date through December 19, 2025

2025 YTD Wilshire 2500 Growth 16.8% Year-to-date through December 19, 2025

2025 YTD S&P 500 17.7% Year-to-date through December 19, 2025

Holdings over 30% YTD 12 holdings Positions with more than 30% gains year-to-date 2025

Market Reality Check

normal vol

Market Pulse Summary

This announcement highlights the TANAKA Growth Fund’s #1 Lipper ranking out of 304 funds for five-ye...

Analysis

This announcement highlights the TANAKA Growth Fund’s #1 Lipper ranking out of 304 funds for five-year performance, with a reported 212% cumulative total return versus lower benchmark gains. It also notes 49.6% year-to-date performance through December 19, 2025 and broad-based strength across multiple sectors. Investors reviewing this type of news often monitor consistency of returns, benchmark comparisons, concentration of top performers, and how the strategy adapts as it enters 2026.

Key Terms

multi-cap growth, cumulative total return, benchmark

3 terms

multi-cap growth financial

"ranked #1 out of 304 funds in the Multi-Cap Growth category"

A multi-cap growth strategy invests in companies of all sizes—large, medium and small—whose earnings or revenues are expected to rise faster than the market. For investors it matters because it mixes the potential high upside of smaller, fast-growing firms with the relative stability of larger companies, like having a mixed garden of fast-blooming and steady plants to balance risk and reward across the market.

cumulative total return financial

"the Fund delivered a cumulative total return of 212%"

Cumulative total return measures how much an investment has grown over a set period after accounting for both changes in price and any income paid out, like dividends or interest, assuming those payouts are reinvested. Think of it as the size of a cake after you’ve added new slices back into it: it shows the full, compounded gain rather than just the change in sticker price, helping investors compare true long‑term performance across assets.

benchmark financial

"compared with 112% for its benchmark Wilshire 2500 Growth Index"

A benchmark is a standard or yardstick—usually a market index, interest rate, or agreed performance target—used to measure how well an investment, portfolio, or fund is doing. It matters to investors because comparing returns against that benchmark shows whether a manager is adding value or simply matching market movements; like comparing a car’s mileage to an average, beating the benchmark suggests better performance while lagging suggests underperformance or higher costs.

AI-generated analysis. Not financial advice.

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Five-Year Return of 212% Versus 112% for the Wilshire 2500 Growth and 104% for the S&P 500

NEW YORK, Dec. 23, 2025 /PRNewswire/ -- Tanaka Capital Management (TCM) today announced that the TANAKA Growth Fund (TGFRX) ranked #1 out of 304 funds in the Multi-Cap Growth category for the five-year period ending November 30, 2025, according to LSEG Lipper. Over that period, the Fund delivered a cumulative total return of 212%, compared with 112% for its benchmark Wilshire 2500 Growth Index and 104% for the S&P 500.

"We are pleased to see the TANAKA Growth Fund recognized as the top-performing fund in its category over the past five years," said Graham Tanaka, President of TCM and Co-Portfolio Manager of the Fund. "This ranking reflects the consistency of our investment approach and our long-standing focus on identifying stocks with company-specific catalysts that we believe can drive value creation across a range of market environments as well as Platform Growth™ companies that can deliver iterations of new products and services each year and generate long-term compounding returns."

"The Fund's five-year ranking has been supported by strong performance in 2025, with year-to-date gains of 49.6% through December 19, compared to 16.8% and 17.7% for the Wilshire 2500 Growth and S&P 500 indexes," said Benjamin Bratt, Co-Portfolio Manager of the TANAKA Growth Fund. "Performance this year has been broad-based with 12 holdings up more than 30% year-to-date and three positions more than tripling, driven by contributions from multiple sectors including biotechnology, critical minerals, clean energy, consumer staples, mining, technology, and semiconductors. We remain focused on sourcing and researching new opportunities to keep the portfolio fresh as we head into 2026."

Media Availability
Graham Tanaka has made numerous television appearances on CNBC, Bloomberg Television, Reuters Television, and Yahoo Finance Live and been quoted in the Wall Street Journal and numerous other business publications due to his expertise in discovering platform companies that can grow significantly for many years. He is available for interviews with business media seeking his expert commentary and his investment views.

How to Invest
The TANAKA Growth Fund is open to new investors and can be purchased directly by calling 1-877-4TANAKA or through major investment platforms including Fidelity, Charles Schwab, Morgan Stanley, Vanguard, Wells Fargo, UBS, LPL Financial Services, Pershing, and Janney Montgomery Scott.

About Tanaka Capital Management 
Founded in 1986, Tanaka Capital Management is the advisor to the TANAKA Growth Fund and also provides tailored investment management services to high-net worth individuals, pension plans and endowments. The firm's investment philosophy centers on identifying misunderstood or undiscovered companies with durable long-term growth potential. Tanaka Capital Management is also accepting new clients for privately managed accounts. For more information, please visit www.tanaka.com.

The Fund's past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-877-4TANAKA.

The Fund's prospectus contains important information about the Fund's investment objectives, potential risks, management fees, charges and expenses, and other information. Please read and consider it carefully before investing or sending money. You may obtain a current copy of the Fund's prospectus by calling 1-877-4TANAKA.  

LSEG Lipper - A London Stock Exchange Group Company, is a nationally recognized organization that ranks the performance of mutual funds within a universe of funds that have similar investment objectives. Rankings are historical with capital gains and dividends reinvested.

Contact:

Peter DeNardo
CapComm Partners (financial communications/investor relations)
peter@capcommpartners.com
+1 (415) 389-6400

View original content:https://www.prnewswire.com/news-releases/the-tanaka-growth-fund-achieves-1-lipper-ranking-for-5-year-performance-through-november-2025-302648386.html

SOURCE Tanaka Capital Management

FAQ

What five-year performance did TANAKA Growth Fund (TGFRX) report through Nov 30, 2025?

TGFRX delivered a 212% cumulative total return for the five-year period ending Nov 30, 2025.

How did TGFRX perform versus benchmarks through Nov 30, 2025?

TGFRX returned 212% versus 112% for Wilshire 2500 Growth and 104% for the S&P 500 over the same five-year period.

What were TANAKA Growth Fund's year-to-date returns in 2025 (through Dec 19, 2025)?

The Fund posted a 49.6% year-to-date gain through Dec 19, 2025, versus 16.8% and 17.7% for the Wilshire 2500 Growth and S&P 500.

How many TGFRX holdings had large gains in 2025?

12 holdings were up more than 30% year-to-date and 3 positions more than tripled during 2025.

Who manages the TANAKA Growth Fund and what is the strategy mentioned for TGFRX?

Co-portfolio managers Graham Tanaka and Benjamin Bratt cite a focus on company-specific catalysts and "Platform Growth" companies as the fund's investment approach.

How can investors buy TANAKA Growth Fund (TGFRX)?

TGFRX is open to new investors and can be purchased via major broker platforms (Fidelity, Schwab, Vanguard, Morgan Stanley, Wells Fargo, UBS, others) or by calling the fund direct.