2 / 5 Stars
3 1 1 1 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#63 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 39.06 percent over the past year, 18.31 percent over the past three years, 18.09 percent over the past five years, and 5.41 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||13.6%|
|3 Years (Annualized)||18.3%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||5.4%|
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 are Low compared to funds in the same category.
Tanaka Growth Fund has an expense ratio of 2.45 percent.
Risk is High compared to funds in the same category according to Morningstar.