The TANAKA Growth Fund Achieves Top 5 Rankings for Year-to-Date, 3-Year, and 5-Year Periods Through March 2025 in Multi-Cap Growth Category
Rhea-AI Summary
The TANAKA Growth Fund (TGFRX) has achieved remarkable rankings in the Multi-Cap Growth category according to LSEG Lipper through March 31, 2025: #2 out of 355 funds Year-to-Date, #3 out of 327 funds for 3-Years, and #5 out of 297 funds for 5-Years.
The fund posted impressive returns with a 6.7% gain year-to-date through March, outperforming both the S&P 500 (-4.3%) and its benchmark Wilshire 2500 Growth index (-9.2%). Over five years, TGFRX delivered a 250% return, substantially exceeding the Wilshire 2500 Growth's 154% and S&P 500's 135%.
The fund's success is attributed to its strategic stock-picking approach, focusing on Platform Growth companies in sectors like Digital Revolution and Clean Energy Transition, combined with stable blue chip holdings. The fund remains open to new investors and is available through major investment platforms.
Positive
- Fund outperformed major indices with 6.7% YTD gain vs -4.3% S&P 500 and -9.2% Wilshire 2500 Growth
- Exceptional 5-year return of 250% vs benchmark's 154%
- Top 5 rankings in Multi-Cap Growth category for YTD (#2), 3-Year (#3), and 5-Year (#5) periods
- Wide availability through major investment platforms
Negative
- None.
Insights
The TANAKA Growth Fund's performance data reveals exceptional outperformance across multiple timeframes, placing it in the top 5 rankings within its Multi-Cap Growth category through March 2025. The fund's
Most notably, TGFRX has demonstrated remarkable resilience in 2025's challenging market environment, posting a
The fund's investment strategy balances three key components: bottom-up stock selection, investments in "Platform Growth" companies tied to secular themes (Digital Revolution, Clean Energy Transition), and stable blue-chip holdings. This balanced approach appears to provide both growth potential and downside protection across varying market environments.
For mutual fund investors seeking actively managed exposure to multi-cap growth opportunities, TGFRX's consistent top-tier performance across 1-year, 3-year, and 5-year periods suggests their stock selection methodology delivers persistent value rather than representing a short-term anomaly. The management team's focus on identifying "disruptive companies flying under the radar" with multi-year growth potential appears to be yielding substantial results for shareholders.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Five-Year Performance of
for Benchmark Wilshire 2500 Growth and
"We are pleased with the TANAKA Growth Fund's continued strong returns, gaining
"Our core investment approach of balancing bottom-up stock-picks, Platform Growth companies tied to secular themes such as the Digital Revolution and Clean Energy Transition, and more stable blue chip holdings has proven to be a durable, winning strategy for the Fund and its shareholders through a variety of market environments and has garnered the Fund top 5 rankings for the last 3- and 5-Years by LSEG Lipper," said Benjamin Bratt, Vice President of Tanaka Capital Management as well as Chief Financial Officer and Chief Compliance Officer of the TANAKA Growth Fund. "As we look out to the next 3-5 years, we continue to search for new names to keep the portfolio fresh and remain focused on identifying disruptive companies that are flying under the radar and have the ability to generate above-average multi-year growth."
Available for Business Media Interviews for Expertise in Technology, Biotech and other Durable Growth Stocks
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.
The TANAKA Growth Fund is currently open to new mutual fund investors. Investors can call 1-877-4TANAKA directly. The Fund is also available through Fidelity, Charles Schwab, TD Ameritrade, 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 individually tailored investment management to high-net worth individuals, pension plans and endowments. The firm's investment philosophy reflects the view there are always misunderstood companies in the marketplace. It is our job to find these companies and validate whether they can deliver durable growth for our investors in the years ahead. Tanaka Capital Management is also accepting new clients for privately managed accounts. For more information or to contact us, 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
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SOURCE Tanaka Capital Management