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
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.
Il Fondo di Crescita TANAKA (TGFRX) ha raggiunto posizioni notevoli nella categoria Multi-Cap Growth secondo LSEG Lipper fino al 31 marzo 2025: #2 su 355 fondi dall'inizio dell'anno, #3 su 327 fondi per 3 anni e #5 su 297 fondi per 5 anni.
Il fondo ha registrato rendimenti impressionanti con un guadagno del 6,7% dall'inizio dell'anno fino a marzo, superando sia l'S&P 500 (-4,3%) sia il suo indice di riferimento Wilshire 2500 Growth (-9,2%). Negli ultimi cinque anni, TGFRX ha fornito un rendimento del 250%, superando notevolmente il 154% del Wilshire 2500 Growth e il 135% dell'S&P 500.
Il successo del fondo è attribuito al suo approccio strategico nella selezione delle azioni, concentrandosi su aziende in crescita nei settori come la Rivoluzione Digitale e la Transizione verso l'Energia Pulita, combinato con investimenti stabili in blue chip. Il fondo rimane aperto a nuovi investitori ed è disponibile attraverso le principali piattaforme di investimento.
El Fondo de Crecimiento TANAKA (TGFRX) ha logrado posiciones destacadas en la categoría de Crecimiento Multi-Cap según LSEG Lipper hasta el 31 de marzo de 2025: #2 de 355 fondos en lo que va del año, #3 de 327 fondos en 3 años y #5 de 297 fondos en 5 años.
El fondo presentó rendimientos impresionantes con una ganancia del 6,7% en lo que va del año hasta marzo, superando tanto al S&P 500 (-4,3%) como a su índice de referencia Wilshire 2500 Growth (-9,2%). En cinco años, TGFRX entregó un rendimiento del 250%, superando significativamente el 154% del Wilshire 2500 Growth y el 135% del S&P 500.
El éxito del fondo se atribuye a su enfoque estratégico en la selección de acciones, centrándose en empresas de Crecimiento de Plataforma en sectores como la Revolución Digital y la Transición a la Energía Limpia, combinado con inversiones estables en blue chips. El fondo permanece abierto a nuevos inversores y está disponible a través de las principales plataformas de inversión.
타나카 성장 펀드 (TGFRX)는 2025년 3월 31일까지 LSEG 리퍼에 따르면 멀티캡 성장 카테고리에서 주목할 만한 순위를 기록했습니다: 연초 대비 355개 펀드 중 #2, 3년 기준 327개 펀드 중 #3, 5년 기준 297개 펀드 중 #5입니다.
이 펀드는 3월까지 올해 6.7%의 수익률을 기록하며 S&P 500 (-4.3%)과 벤치마크인 윌셔 2500 성장 지수 (-9.2%)를 초과했습니다. 5년 동안 TGFRX는 250%의 수익률을 제공하여 윌셔 2500 성장의 154%와 S&P 500의 135%를 크게 초과했습니다.
펀드의 성공은 디지털 혁명 및 청정 에너지 전환과 같은 분야의 플랫폼 성장 기업에 집중하는 전략적 주식 선택 접근 방식과 안정적인 블루칩 보유에 기인합니다. 이 펀드는 새로운 투자자에게 열려 있으며 주요 투자 플랫폼을 통해 이용 가능합니다.
Le Fonds de Croissance TANAKA (TGFRX) a atteint des classements remarquables dans la catégorie Croissance Multi-Cap selon LSEG Lipper jusqu'au 31 mars 2025 : #2 sur 355 fonds depuis le début de l'année, #3 sur 327 fonds sur 3 ans et #5 sur 297 fonds sur 5 ans.
Le fonds a affiché des rendements impressionnants avec un gain de 6,7% depuis le début de l'année jusqu'en mars, surpassant à la fois le S&P 500 (-4,3%) et son indice de référence Wilshire 2500 Growth (-9,2%). Sur cinq ans, TGFRX a généré un rendement de 250%, dépassant largement les 154% du Wilshire 2500 Growth et les 135% du S&P 500.
Le succès du fonds est attribué à son approche stratégique de sélection d'actions, se concentrant sur les entreprises en croissance dans des secteurs tels que la Révolution Numérique et la Transition Énergétique Propre, combinée à des participations stables dans des blue chips. Le fonds reste ouvert aux nouveaux investisseurs et est disponible via les principales plateformes d'investissement.
Der TANAKA Wachstumsfonds (TGFRX) hat bis zum 31. März 2025 bemerkenswerte Platzierungen in der Kategorie Multi-Cap Growth gemäß LSEG Lipper erreicht: #2 von 355 Fonds seit Jahresbeginn, #3 von 327 Fonds über 3 Jahre und #5 von 297 Fonds über 5 Jahre.
Der Fonds erzielte beeindruckende Renditen mit einem Gewinn von 6,7% seit Jahresbeginn bis März und übertraf sowohl den S&P 500 (-4,3%) als auch seinen Benchmark Wilshire 2500 Growth Index (-9,2%). Über einen Zeitraum von fünf Jahren lieferte TGFRX eine Rendite von 250%, was die 154% des Wilshire 2500 Growth und die 135% des S&P 500 erheblich übertraf.
Der Erfolg des Fonds wird seinem strategischen Ansatz zur Aktienauswahl zugeschrieben, der sich auf Wachstumsunternehmen in Sektoren wie der digitalen Revolution und dem Übergang zu sauberer Energie konzentriert, kombiniert mit stabilen Blue-Chip-Beteiligungen. Der Fonds bleibt für neue Investoren offen und ist über die wichtigsten Investmentplattformen verfügbar.
- 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
- 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.
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
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