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Tanaka

Tanaka Parent Rating

Average

Tanaka has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Tanaka's longest-tenured portfolio management is worth mentioning, which boasts 25 years of average tenure. In general, seasoned teams tend to have more experience in both up and down markets. Open-end and exchange-traded fund fees are a weakness at the firm, contributing negatively to the rating. On average, the firm charges fees on its funds that are in the highest quintile of category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock to alternate asset managers over time to get a better deal. With an average three-year Morningstar Rating of 1.0 stars, the risk-adjusted performance of Tanaka's open-end and exchange-traded funds falls short of competitors.

Tanaka Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

19.90 Mil

Investment Flows (TTM)

−1.21 Mil

Asset Growth Rate (TTM)

−7.92%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Tanaka Growth2

Quick Definitions: Key Morningstar Terms

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