Skip to Content

Arrow DWA Tactical Macro Institutional DWTNX

Medalist Rating as of | See Arrow Investment Hub
  • NAV / 1-Day Return 9.12  /  −0.33 %
  • Total Assets 41.5 Mil
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.690%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.51%
  • Turnover 159%

USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 10:37 PM GMT+0

Morningstar’s Analysis DWTNX

Will DWTNX outperform in future?

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

Strength in Arrow DWA Tactical Macro Institutional's Process Pillar is partially offset by an Average People Pillar rating, leading 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 second-highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DWTNX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 98.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI USA Quality Factor ETF

11.26 4.9 Mil

Invesco S&P 500® Pure Value ETF

11.01 4.8 Mil

Technology Select Sector SPDR® ETF

10.82 4.7 Mil

iShares S&P 500 Growth ETF

10.77 4.7 Mil

Industrial Select Sector SPDR® ETF

10.62 4.7 Mil

Consumer Discret Sel Sect SPDR® ETF

9.76 4.3 Mil

Vanguard Mid-Cap Growth ETF

9.38 4.1 Mil

iShares MSCI Japan ETF

9.37 4.1 Mil

iShares MSCI USA Momentum Factor ETF

8.35 3.7 Mil

iShares Latin America 40 ETF

7.09 3.1 Mil