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Ticker Symbols
A Shares DWAFX
C Shares DWATX
CUSIP Numbers
A Shares 66537T802
C Shares 66537T885
Minimum Investment
· $5,000 non-qualified accounts
· $2,000 Retirement accounts
· $250 subsequent investments
Operating Expenses
A Shares 1.57%
C Shares 2.33%
*Plus 0.36% acquired fund fees from the underlying ETFS
Benchmank Comparison
60% S&P 500 Index & 40% Lehman Aggregate Bond Index
The Lehman Brothers U.S. Aggregate Bond Index is an unmanaged index composed of investment-grade securities from the Lehman Bothers Government/Credit Bond Index, Mortgage-Backed Securities Index and Asset-Backed Securities Index. The S&P 500 Index is the Standard & Poor's Composite Index of 500 stocks and is a widely recognized, unmanaged index of common stock prices. It is not possible to invest in indexes which are unmanaged and do not incur fees and charges.
Before investing, please read the Fund's prospectus and shareholder reports to learn about its investment strategy and potential risks. Mutual Fund investing involves risk including loss of principal. An investor should also consider the Fund's investment objective, charges, expenses, and risk carefully before investing. This and other information about the Fund is contained in the fund's prospectus, which can be obtained by calling 1-877-277-6933. Please read the prospectus carefully before investing. Distributed by Northern Lights Distributors, LLC, member FINRA/SIPC.
This fund may not be suitable for all investors. The fund's use of derivatives such as futures, options and swap agreements may expose the fund to additional risks that it would not be subject to if it invested directly in the securities underlying those derivatives. Investing in leveraged instruments will magnify any gains or losses on those instruments. Investing in commodity and currency related securities may be subject to greater volatility than investments in traditional securities. The fund's use of short selling involves increased risks and additional costs. Investing in small-cap securities, may have special risks associated including wider variations in earnings and business prospects than larger, more established companies. The Fund may invest in fixed income securities, which are subject to risks including interest rate, credit and inflation. The maximum sales charge for A-shares is 5.75%. A-shares investors may be eligible for a reduction in sales charges. The Fund charges a fee of 1.00% on redemptions of shares held less than 30 days. The Fund's annual operating expense is 1.57%.
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Investment Strategy
Seeks to achieve an appropriate balance between long-term capital appreciation and capital preservation. The Fund seeks to achieve its investment objective by implementing a proprietary tactical asset allocation (TAA) model.
Portfolio Manager
Fund Highlights
- Provides broad diversification across sectors, styles (size, value and growth), international countries, fixed income and alternative assets with ETF instruments
- Seeks absolute returns from a tactical asset allocation strategy
- Gives access to the technical analysis expertise of Dorsey Wright & Associates
- Core strategy with a strict buy and sell discipline
Who may want to Invest in the Arrow DWA Balanced Fund?
Investors Seeking:
- Broad diversification by investing in a wide range of asset classes, rotation strategies and ETFs
- Risk management through diversification, tactical asset allocation and strict buy and sell disciplines
- Exposure to alternative or specialty assets such as commodities and treasury inflation protected securities An actively managed alternative to strategic asset allocation, target maturity and life cycle funds
- A fund managed based on objective technical indicators that responds to inevitable changes in the market
- Access to DWA money managemen
Investment Overview
The Dorsey Wright & Associates (DWA) money management team uses technical analysis to allocate among four market segments: U.S. and International Equities, Fixed Income and Alternative Assets.
*Scenario shown for illustrative purposes only. Portfolio allocations will vary.
Multiple Rotation Strategies
The four market segements are managed through the use of five underlying rotation strategies. The goal of each rotation strategy is to systematically identify and provide exposure to leading strategy components on an ongoing basis.
*Scenario shown for illustrative purposes only. Portfolio allocations will vary.
Response for Changing Market Conditions
The Fund seeks to achieve its investment objective by implementing a proprietary tactical asset allocation (TAA) model.
The Fund seeks to moderatley overweight market segments, rotation strategies, and ETFs exhibiting positive relative strength and underweight market segments, rotation strategies, and ETFs exhibiting negative relative strength. In essence, TAA works by reallocating at different times in response to the changing patterns of returns available in the markets. Below is a description of each rotation strategy, including minimum and maximum exposures and targeted number of ETF holdings:
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Portfolio of Exchange Traded Funds
The Fund will seek to implement its strategies by investing in exchange traded funds, an efficient and effective investment designed to closely track the composition, performance and yield of an underlying index. ETFs typically provide exposure to different market segements by investing in a diverse "basket" of stocks, bonds, or commodities. ETFs are listed and traded on U.S. stock exchanges. Simply put, they trade like stocks and act like index funds.
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