Fund Materials

Mutual Fund Materials

	DWA Tactical: Balanced Fund	DWA Tactical: Macro Fund	Managed Futures Strategy Fund
Fact Sheet
Summary Prospectus
Prospectus
Annual Report
Semi-Annual Report
SAI
Monthly Holdings Summary
4/2023 Holdings Detail
10/2022 Holdings Detail

Arrow Funds Blue Sky States

Applications & Forms

Title	Description	Online Portal

	Individual, Joint, IRA, Roth, Simple IRA, Custodial Account Click here to use the online application process.

Only use these forms to open a direct account with Arrow Funds.

Title Description PDF

UGMA, Trust, Corporation and Association/Partnership Accounts
This form is also used to open an account for SOME self-directed retirement plans. An Appointment of Financial Professional form is also included. This form should NOT be used to open any type of IRA account.

Rollover IRA, and SEP Accounts
This booklet should not be used to open any other type of account.

403(b) Account
The booklet also includes Appointment of Financial Professional and 403(b) Transfer request forms. This booklet should not be used to open any other type of account.

Education Savings Account
This booklet should not be used to open any other type of account.

Non-Qualified Transfer of Assets Form

Individual Retirement Transfer of Assets Form
Complete this form to transfer assets directly to a new or existing Arrow Funds IRA, convert from a Traditional IRA to a Roth IRA, transfer from an existing Roth IRA, or roll over a Roth IRA.

AD-060614