Tanaka Growth (TGFRX) Fund Ranking and Research

Ranking, Research and Recommendation of Tanaka Growth (TGFRX) Fund

Last Trade: $15.30 on 5/24/2013, Change: +0.06 (0.39%)

 

Fund Manager - Graham Tanaka

Fund Manager Information

Fund Manager Tenure: 14.4 years
Fund Family: Tanaka
Fund Category: Mid-Cap Growth
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: E (Score: 0.25)     (What does this score mean?)
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.  Get more insights on Graham Tanaka

 

Tanaka Growth Fund (TGFRX) Profile

Fund Profile and Description

Tanaka Growth Fund seeks growth of capital. Tanaka Growth Fund invests primarily in common stocks and other equity securities of small, medium and large capitalization companies. It invests primarily in domestic securities, but may also invest up to 45% of assets in foreign securities, including multinational and emerging market securities. Tanaka Growth Fund is non-diversified.

 

 What we like about Tanaka Growth (TGFRX) Fund

Data for Tanaka Growth Fund (TGFRX) as of Feb 27, 2013

• Tanaka Growth Fund (TGFRX) management has been with Tanaka Growth Fund for 14.4 years
• Tanaka Growth Fund (TGFRX) has good short-term performance (1-year return 10.79% vs 9.85% Mid-Cap Growth category median performance)
• Tanaka Growth Fund (TGFRX) has an annual stock turnover rate of 49.80% vs Mid-Cap Growth average of 73.26%. It is good that Tanaka Growth management does not trade extensively for its return.

 What we are cautious about Tanaka Growth (TGFRX) Fund

Data for Tanaka Growth Fund (TGFRX) as of Feb 27, 2013

• Tanaka Growth Fund (TGFRX) has a less-than-ideal mid-term performance (3-year return 5.87% vs 13.93% Mid-Cap Growth category median performance)
• Tanaka Growth Fund (TGFRX) has a less-than-ideal Long-term performance (5-year return 0.52% vs 5.23% Mid-Cap Growth category median performance)
• Tanaka Growth Fund (TGFRX) ratio of up-years vs down years can be improved
• Tanaka Growth Fund (TGFRX) has a Morningstar rating of 3 and below
• Tanaka Growth Fund (TGFRX) is less safe compared to its Mid-Cap Growth peers
• Tanaka Growth Fund (TGFRX) does not have a good risk adjusted return as its 3-year Alpha of -8.89 is worse than category average of -1.18, and its 3-year Sharpe ratio is 0.36
• Tanaka Growth Fund (TGFRX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.75 that is higher than category average of 18.24
• Tanaka Growth Fund (TGFRX) has a higher expense ratio of 2.45% than its Mid-Cap Growth average of 1.36%
• Even though Tanaka Growth Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Tanaka Growth Fund (TGFRX) performance details as of Feb 27, 2013

 

Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Tanaka Growth	2.86	10.79	5.87	0.52
Akre Focus Inst (AKRIX)	6.30	14.08	17.94	0	Compare
Baron Growth Instl (BGRIX)	9.30	19.46	17.12	7.74	Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)	9.09	14.93	17.45	11.08	Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETF	Year to Date	One Year	Three Year
First Trust Mid Cap Growth Alph (FNY)	8.43%	9.95%	0
iShares Morningstar Mid Growth Index (JKH)	7.27%	9.47%	15.06%
Rydex S&P Midcap 400 Pure Growth (RFG)	5.59%	9.13%	18.21%
PowerShares Dynamic OTC (PWO)	7.82%	6.16%	9.11%
First Trust Value Line 100 ETF (FVL)	8.14%	5.75%	12.04%

 

Tanaka Growth (TGFRX) Fund Net Asset

Track net asset change of Tanaka Growth fund (TGFRX)

Date	Net Asset
02/2013	$12.37M
01/2013	$13.05M
12/2012	$11.96M

More historic net asset information on Tanaka Growth Fund (TGFRX)

  

Tanaka Growth (TGFRX) Fund Portfolio Allocation

Track portfolio allocation change of Tanaka Growth fund (TGFRX)

Date	Cash	Stock	Bond	Other
11/2012	0.94%	99.06%	0%	0%
08/2012	3.81%	96.19%	0%	0%
05/2012	3.09%	96.91%	0%	0%

Click here to see more historic asset allocation information on Tanaka Growth Fund (TGFRX)

 

Top 10 Holdings in Tanaka Growth (TGFRX) Fund

Discover what Tanaka Growth Fund (TGFRX) manager is buying

Nov 29, 2012 MFC Industrial Ltd [15.82%] Apple Inc. [8.51%] AFLAC Incorporated Common Stock [5.6%] QUALCOMM Incorporated [4.82%] Altria Group, Inc. [3.87%] Sandridge Energy Inc. Common St [3.82%] Zoltek Companies, Inc. [3.6%] Nanometrics Incorporated [3.55%] Anadarko Petroleum Corporation [3.35%] ASML Holding N.V. [3.15%]

Aug 30, 2012 MFC Industrial Ltd [14.56%] Apple Inc. [8.97%] ASML Holding N.V. [5.79%] Zoltek Companies, Inc. [5.1%] AFLAC Incorporated Common Stock [4.53%] QUALCOMM Incorporated [4.32%] Sandridge Energy Inc. Common St [3.99%] Intel Corporation [3.66%] Altria Group, Inc. [3.61%] Nanometrics Incorporated [3.47%]

May 31, 2012 Apple Inc. [8.18%] MFC Industrial Ltd [7.88%] Zoltek Companies, Inc. [5.25%] ASML Holding N.V. [4.9%] QUALCOMM Incorporated [4.23%] AFLAC Incorporated Common Stock [4.13%] Sandridge Energy Inc. Common St [4.05%] Intel Corporation [4%] General Electric Company Common [3.84%] Nanometrics Incorporated [3.72%]

Click here for Stock Holding Change Map in Tanaka Growth Fund (TGFRX)

  

Latest News on Tanaka Growth (TGFRX) Fund

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Popular pages on Tanaka Growth (TGFRX) Fund

• Tanaka Growth (TGFRX) Fund Research and Recommendation
• Tanaka Growth (TGFRX) Fund Performance Data
• Tanaka Growth (TGFRX) Fund Manager Information
• Historic Tanaka Growth (TGFRX) Fund Asset Allocation Report
• Historic Tanaka Growth (TGFRX) Fund Top 10 Holding Tracking
• Historic Tanaka Growth (TGFRX) Fund Asset Under Management Tracking