A middling People rating and a subpar Parent Pillar limit Tanaka Growth to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers. The strategy changed its peer group in October, moving to the Large Growth Morningstar Category from the Mid-Cap Growth category.
- NAV / 1-Day Return 30.03 / 1.87 %
- Total Assets 15.4 Mil
Adj. Expense Ratio
- Expense Ratio 2.190%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 38%
Morningstar’s Analysis TGFRX
Will TGFRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.