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Ticker Symbols
· Class A Shares DWAFX
· Advisor Class DWATX

CUSIP Numbers
· Class A Shares 66537T802
· Advisor Class 66537T885

Minimum Investment
· $5,000 Non-Qualified
· $2,000 Retirement
· $250 Subsequent investments

 

Operating Expenses
· Class A Shares 2.01%
· Advisor Class 2.76%

(Expenses include 0.41% acquired fund fees from the underlying ETFS)

Investment Time Horizon
At least 3-5 years

Fund Type
Asset Allocation

 


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

 

Benchmank Comparison
60% S&P 500 Index and 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.
 
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2006-2008 © Arrow Investment Advisors

Home | About Arrow | Press & News | Contact Us | Privacy Statement

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.

Arrow Funds may invest in commodity related securities, which may be subject to greater volatility than investments in traditional securities. The Funds may invest in international and emerging market securities, which may be subject to special risks including fluctuations in currency, government regulation, differences in accounting standards and liquidity. The Funds may invest in small-cap securities, which may have special risks associated including wider variations in earnings and business prospects than larger, more established companies. The Funds may invest in real estate related securities, which may be subject to mortgage-related risks and real estate market fluctuations. The Funds may invest in fixed income securities, which are subject to risks including interest rate, credit and inflation. The Arrow DWA Funds are nondiversified as there are a limited number of underlying funds available and each holding has the potential for a greater impact on the Fund's return. However, the underlying funds have access to a large number of different investments providing the additional diversification benefits discussed in the website. Diversification does not assure a profit or protect against loss in a declining market. The maximum sales charge for A-shares is 5.75%. A-share investors may be eligible for a reduction in sales charges. The Funds charges a fee of 1.00% on redemptions of shares held less than 30 days.  1149-NLD-11/6/2008