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Fund Intelligence | Best Managers | TGFRX Insights | TGFRX Score | TGFRX Performance | TGFRX Manager | TGFRX News | TGFRX Allocation | TGFRX Holdings Change

Mutual Fund Insights: Tanaka Growth Fund (TGFRX)

In-depth Analysis of Tanaka Growth Fund (TGFRX)

Mutual fund chart: Tanaka Growth Fund (TGFRX)

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See Tanaka Growth Fund (TGFRX) performance details as of January 31, 2010

  

    Last Trade: $12.73 on 3/15/2010, Change: -0.07 (-0.55%)
Experiment our closing price forecasting tool for Tanaka Growth Fund (TGFRX) (alpha release)

  

Fund Manager - Graham Y. Tanaka

Fund Manager Tenure: 11.2 years
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)
Tanaka has approximately 17 years of experience managing a mutual fund portfolio. From 1973 until 1978, 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, 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 Y. Tanaka

  

What we like about Tanaka Growth Fund (TGFRX) What we like about Tanaka Growth Fund (TGFRX)

Data for Tanaka Growth Fund (TGFRX) as of January 31, 2010

  • Tanaka Growth Fund (TGFRX) management has been with Tanaka Growth Fund for 11.2 years
  • Tanaka Growth Fund (TGFRX) has good short-term performance (1-year return 61.47% vs 39.73% Mid-Cap Growth category average)
  • Tanaka Growth Fund (TGFRX) has good mid-term performance (3-year return -5.41% vs -5.54% Mid-Cap Growth category average)

  

What we are cautious about Tanaka Growth Fund (TGFRX) What we are cautious about Tanaka Growth Fund (TGFRX)

Data for Tanaka Growth Fund (TGFRX) as of January 31, 2010

  • Tanaka Growth Fund is a focused fund with 59.06% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Tanaka Growth Fund (TGFRX) has a less-than-ideal Long-term performance (5-year return -1.51% vs 1.43% Mid-Cap Growth category average)
  • 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 more volatile than its peers as it has a 3-year Standard Deviation of 29.12 that is higher than category average of 23.72
  • Tanaka Growth Fund (TGFRX) has a higher management fee of 2.45% than its Mid-Cap Growth average of 1.46%
  • 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 January 31, 2010

  

  

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Tanaka Growth Fund (TGFRX) Net Asset

Track net asset change of Tanaka Growth fund (TGFRX)

DateNet Asset
01/2010$3.53M
11/2009$3.38M
10/2009$3.25M
More historic net asset information on Tanaka Growth Fund (TGFRX)

  

Tanaka Growth Fund (TGFRX) Portfolio Allocation

Track portfolio allocation change of Tanaka Growth fund (TGFRX)

DateCashStockBondOther
05/20090%100%0%0%
02/20090.27%99.73%0%0%
11/20082.98%96.89%0%0.13%
Click here to see more historic asset allocation information on Tanaka Growth Fund (TGFRX)

  

Most Recent Top 10 Holdings in Tanaka Growth Fund (TGFRX)

Discover what Tanaka Growth Fund (TGFRX) manager is buying

31-May-09
Mass Financial [10.95%]
NII Holdings, Inc. [8.35%]
A F L A C INC [7.24%]
Scientific Games Corp [5.28%]
AMDOCS LTD ORD [5.02%]
Sigma Designs, Inc. [4.96%]
O2Micro International Limited [4.86%]
China Medical Technologies, Inc [4.49%]
GEN ELECTRIC CO [4.06%]
Semitool, Inc. [3.85%]

28-Feb-09
Bard (C.R.), Inc. [9.61%]
Bio-Reference Laboratories, Inc [9.19%]
MASS FINANCIAL COR [8.55%]
NII Holdings, Inc. [7.23%]
Sigma Designs, Inc. [6.08%]
AMDOCS LTD ORD [5.72%]
Scientific Games Corp [5.11%]
Biovail Corp [4.95%]
O2Micro International Limited [4%]
China Medical Technologies, Inc [3.96%]

30-Nov-08
NII Holdings, Inc. [9.65%]
BARD C R INC [7.81%]
Mass Finl Cl A [7.16%]
Bio-Reference Laboratories, Inc [7.03%]
A F L A C INC [6.19%]
Scientific Games Corp [5.77%]
AMDOCS LTD ORD [5.11%]
China Medical Technologies, Inc [4.96%]
KHD HUMBOLDT WEDAG [4.11%]
O2Micro International Limited [3.58%]
Click here for Stock Holding Change Map in Tanaka Growth Fund (TGFRX)

  

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