Tanaka Growth Fund

Class No Load (TGFRX)
Scorecard
1 / 5 Stars
Lipper
2 1 1 1 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#154 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 29.85 percent over the past year, 10.66 percent over the past three years, 23.86 percent over the past five years, and 3.78 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 29.9%
3 Years (Annualized) 10.7%
5 Years (Annualized) 23.9%
10 Years (Annualized) 3.8%

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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.

Fees

Fees are Low compared to funds in the same category.
Tanaka Growth Fund has an expense ratio of 2.45 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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