Strength in Arrow DWA Tactical Balanced C's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. 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.
- NAV / 1-Day Return 10.16 / 0.39 %
- Total Assets 40.5 Mil
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Adj. Expense Ratio
- Expense Ratio 2.950%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High / Limited
- Status Open
- TTM Yield 1.88%
- Turnover 122%
Morningstar’s Analysis DWATX
Will DWATX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.