Morningstar

Arrow DWA Tactical: Balanced Fund Class C DWATX

Morningstar Medalist Rating
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Medalist Rating as of See ArrowShares Investment Hub
  • NAV / 1-Day Return$11.05  /  −0.09%
  • Fund Size$25.0M
  • Adjusted Expense Ratio3.120%
  • Net Expense Ratio2.700%
  • Fee Level: DistributionHigh
  • Share Class TypeLevel Load
  • Morningstar CategoryTactical Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Investment StatusOpen
  • TTM Yield1.02%
  • Turnover Ratio110%
NAV and 1-Day Return as of

Morningstar’s Analysis DWATX

Will DWATX outperform in the 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 DWATX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DWATX 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 DWATX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Arrow DWA Tactical Balanced C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings DWATX

More DWATX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings51.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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