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Tanaka Growth TGFRX

Medalist Rating as of | See Tanaka Investment Hub
  • NAV / 1-Day Return 40.74  /  −1.62 %
  • Total Assets 20.1 Mil
  • Adj. Expense Ratio
    2.150%
  • Expense Ratio 2.150%
  • 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
  • Turnover 9%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis TGFRX

Will TGFRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Tanaka Growth's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings TGFRX