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Five-Year Performance of 250% Through March 31, 2025 Relative to 154%
for Benchmark Wilshire 2500 Growth and 135% for the S&P 500
NEW YORK, April 10, 2025 /PRNewswire/ -- Tanaka Capital Management today announced that according to LSEG Lipper, the TANAKA Growth Fund (TGFRX) achieved the following rankings in its Multi-Cap Growth category of mutual funds through March 31, 2025: #2 out of 355 funds for Year-to-Date, #3 out of 327 funds for 3-Years, and #5 out of 297 funds for 5-Years.
"We are pleased with the TANAKA Growth Fund's continued strong returns, gaining 6.7% year-to-date through March versus declines of 4.3% for the S&P 500 and 9.2% for the Fund's benchmark Wilshire 2500 Growth index," said Graham Tanaka, President of Tanaka Capital Management. "The Fund's outperformance was driven by our individual stock-picks that we selected based on company- and industry-specific growth opportunities and their potential to be less dependent on economic activity and the broader market. We remain encouraged by the outlook for these holdings despite the broader macro uncertainty and continue to believe that stock picking and active portfolio management will be key to outperforming in today's market."
"Our core investment approach of balancing bottom-up stock-picks, Platform Growth companies tied to secular themes such as the Digital Revolution and Clean Energy Transition, and more stable blue chip holdings has proven to be a durable, winning strategy for the Fund and its shareholders through a variety of market environments and has garnered the Fund top 5 rankings for the last 3- and 5-Years by LSEG Lipper," said Benjamin Bratt, Vice President of Tanaka Capital Management as well as Chief Financial Officer and Chief Compliance Officer of the TANAKA Growth Fund. "As we look out to the next 3-5 years, we continue to search for new names to keep the portfolio fresh and remain focused on identifying disruptive companies that are flying under the radar and have the ability to generate above-average multi-year growth."
Available for Business Media Interviews for Expertise in Technology, Biotech and other Durable Growth Stocks
Graham Tanaka has made numerous television appearances on CNBC, Bloomberg Television, Reuters Television, and Yahoo Finance Live and been quoted in the Wall Street Journal and numerous other business publications due to his expertise in discovering platform companies that can grow significantly for many years. He is available for interviews with business media seeking his expert commentary and his investment views.