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    Tanaka Growth (TGFRX)

    18.90 Down 0.55(2.83%) Feb 5

    Profile as of Jan 30, 2016Get Profile for:
    Tanaka Growth
    Tanaka Funds Inc369 Lexington Avenue 20th FloorNew York, NY 10017
    Phone: 877-482-6252
    Fund Overview 
    Category:Mid-Cap Growth
    Fund Family:Tanaka
    Net Assets:17.17M
    Year-to-Date Return:-11.77%
    Morningstar Rating:2 stars
    Fund Inception Date:Dec 29, 1998
    Morningstar Style Box 
    Mid-Cap Growth
    [View Category Definition]
    View Top Mid-Cap Growth Funds
    About the Morningstar Style Box
    Management Information 
    Graham Y. Tanaka
    Lead Manager since Dec 29, 1998
    From 1973 until 1978, Mr. Tanaka was a research analyst at Morgan Guaranty Trust. He then worked at Fiduciary Trust Company of New York as Vice President from 1978-1980. Prior to launching Tanaka Capital, Mr. Tanaka served as Chairman at Milbank Tanaka & Associates from 1980 to 1986. He is a member of The Electronic Analyst Group. Mr. Tanaka currently serves on the board of TransAct Technologies, Inc. He is a 1971 graduate of Brown University (A.B., Sc.B.), a 1973 graduate of Stanford University (MBA) and a Chartered Financial Analyst (CFA). Mr. Tanaka is the author of "Digital Deflation: The Productivity Revolution And How It Will Ignite The Economy" (McGraw-Hill Companies, 2004).
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:2,000
    Min Initial Investment, AIP:2,000
    Min Subsequent Investment:500
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    TGFRX can be purchased from 41 brokerages.

    Fund Summary 
    The investment seeks growth of capital. The fund invests primarily in common stocks and other equity securities of small, medium and large capitalization companies. It invests up to 45% of its net assets, measured at the time of investment, in foreign securities, including multinational and emerging market securities. The fund is non-diversified.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover (Oct 5, 2010) : 26.36%
    Average for Category:48.56%
    Fees & Expenses 
    ExpenseTGFRXCategory Avg
    Annual Report Expense Ratio (net):2.45%1.28%
    Prospectus Net Expense Ratio:2.45%N/A
    Prospectus Gross Expense Ratio:2.30%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.35%
    Max Deferred Sales Load: N/A2.04%
    3 Yr Expense Projection*:733522
    5 Yr Expense Projection*:1,244838
    10 Yr Expense Projection*:2,6471,725
    * Per $10,000 invested