Tanaka Growth Fund Quote
| TGFRX Fund | USD 49.60 0.54 1.10% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Tanaka Growth is trading at 49.60 as of the 21st of December 2024; that is 1.10% increase since the beginning of the trading day. The fund's open price was 49.06. Tanaka Growth has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of November 2024 and ending today, the 21st of December 2024. Click here to learn more.
The fund invests primarily in common stocks and other equity securities of small, medium and large capitalization companies. It invests up to 45 percent of its net assets, measured at the time of investment, in foreign securities, including multinational and emerging market securities. More on Tanaka Growth Fund
Moving together with Tanaka Mutual Fund
| 0.78 | FAFGX | American Funds | PairCorr |
| 0.78 | FFAFX | American Funds | PairCorr |
| 0.77 | GFACX | Growth Fund | PairCorr |
| 0.83 | GFAFX | Growth Fund | PairCorr |
| 0.83 | AGTHX | Growth Fund | PairCorr |
Moving against Tanaka Mutual Fund
Tanaka Mutual Fund Highlights
| Fund Concentration | Tanaka Funds, Large Growth Funds, Large Growth, Tanaka (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Tanaka Growth Fund [TGFRX] is traded in USA and was established 21st of December 2024. Tanaka Growth is listed under Tanaka category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Tanaka family. This fund at this time has accumulated 18.55 M in assets with minimum initial investment of 2 K. Tanaka Growth is currently producing year-to-date (YTD) return of 23.76%, while the total return for the last 3 years was 14.6%.
Check Tanaka Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tanaka Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tanaka Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Tanaka Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Tanaka Growth Fund Mutual Fund Constituents
| CPRX | Catalyst Pharmaceuticals | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TSEM | Tower Semiconductor | Stock | Information Technology | |
| SF | Stifel Financial | Stock | Financials | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| ONTO | Onto Innovation | Stock | Information Technology | |
| IONS | Ionis Pharmaceuticals | Stock | Health Care | |
| HON | Honeywell International | Stock | Industrials |
Tanaka Growth Risk Profiles
| Mean Deviation | 0.9627 | |||
| Semi Deviation | 1.12 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.48 |
Tanaka Growth Against Markets
Other Information on Investing in Tanaka Mutual Fund
Tanaka Growth financial ratios help investors to determine whether Tanaka Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tanaka with respect to the benefits of owning Tanaka Growth security.
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