Tanaka Growth
369 Lexington Avenue 20th Floor New York NY 10169
Phone: 877-482-6252
| Category: |
Mid-Cap Growth |
| Fund Family: |
Tanaka |
| Net Assets: |
3.53M |
| Year-to-Date Return: |
-3.09% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
29-Dec-98 |
|
Graham Y. Tanaka
Lead Manager since
29-Dec-98 |
|
| 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. |
| Min Initial Investment: |
$2,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
$500 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| 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 primarily in domestic securities, but may also invest up to 45% of assets in foreign securities, including multinational and emerging market securities. The fund is nondiversified. |
| Last Dividend
|
N/A |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
138.22% |
|
| Expense |
TGFRX |
Category
Avg |
| Total Expense Ratio: |
2.45%
|
1.46% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.68% |
| 3 Yr Expense Projection*: |
$782 |
$651 |
| 5 Yr Expense Projection*: |
$1,334 |
$1,030 |
| 10 Yr Expense Projection*: |
$2,830 |
$2,053 |
|
|
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