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Morningstar

Arrow DWA Tactical Balanced A DWAFX

Morningstar Medalist Rating
Medalist Rating as of | See Arrow Investment Hub
  • NAV / 1-Day Return 10.98  /  0.46 %
  • Total Assets 37.6 Mil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 2.200%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Status Open
  • TTM Yield 2.82%
  • Turnover 122%

USD | NAV as of Jun 06, 2023 | 1-Day Return as of Jun 06, 2023, 10:23 PM GMT+0

Morningstar’s Analysis DWAFX

Will DWAFX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DWAFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DWAFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DWAFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Arrow DWA Tactical Balanced A's Average People and Parent ratings limit this strategy 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DWAFX

More DWAFX Holdings
  • Current Portfolio Date
  • Equity Holdings 92
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 63.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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