Arrow DWA Tactical: Balanced Fund Class A DWAFX Strategy

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Strategy

The investment seeks an appropriate balance between long-term capital appreciation and capital preservation. The fund primarily invests, either directly or indirectly through investments in exchange traded funds or other investment companies (including affiliated funds), in (i) equity securities, (ii) fixed income securities, or (iii) alternative assets. It may invest up to 25% of its total assets in a wholly-owned and controlled subsidiary (the "DWA Balanced Subsidiary").

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
DWANX
Arrow DWA Tactical: Balanced Fund Institutional ClassInstitutionalOpen $4.11M2.120%High$1M−$352,383.20
DWAFX
Arrow DWA Tactical: Balanced Fund Class AFront LoadOpen $22.33M2.370%High$5,000−$2.56M
DWATX
Arrow DWA Tactical: Balanced Fund Class CLevel LoadOpen $671,521.003.120%High$5,000−$987,033.44

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