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    Tanaka Growth (TGFRX)

    21.43 Down 0.56(2.55%) Mar 25

    Profile as of Feb 27, 2015Get 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:16.46M
    Year-to-Date Return:12.33%
    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
    Tanaka was a research analyst at Morgan Guaranty Trust, From 1973 until 1978. He then worked at Fiduciary Trust Company of New York as vice president from 1978-1980. Prior to launching Tanaka Capital, Tanaka served as chairman at Milbank Tanaka & Associates from 1980 to 1986. He currently serves on the board of TransAct Technologies, Inc. Tanaka holds the Chartered Financial Analyst designation.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    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 may take larger positions in a small number of companies than a diversified fund. It may be overweighted at times in the financial services, technology and/or pharmaceutical/health care sectors. 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:65.61%
    Fees & Expenses 
    ExpenseTGFRXCategory Avg
    Annual Report Expense Ratio (net):2.45%1.31%
    Prospectus Net Expense Ratio:2.45%N/A
    Prospectus Gross Expense Ratio:2.49%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.39%
    Max Deferred Sales Load: N/A2.17%
    3 Yr Expense Projection*:776550
    5 Yr Expense Projection*:1,326876
    10 Yr Expense Projection*:2,8261,792
    * Per $10,000 invested