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DWA Tactical: 
Balanced Fund
Materials   /  Performance  /  Holdings  /  Distributions
 


Are You Interested in Preserving Your Capital?

Arrow Funds partnered with Dorsey Wright to launch an adaptive diversified portfolio that can help reduce risk.

The Fund’s innovative approach employs multiple models which leverage the discipline of DWA research.

This unique leading solution executes a strategy similarly employed by institutions. It is highly flexible and responsive to market trends.


Diversifier


Improve portfolio diversification by sourcing returns beyond traditional domestic stock and bond models. 

The Fund has the flexibility to shift its allocation across asset classes and markets around the world, based on relative attractiveness. 

Tactical Approach can complement other asset classes over time.
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Images for illustrative purposes only.
Portfolio allocations will vary.

Reduce Risk & Volatility
A nimble, all-weather fund that can respond to changing environments.

The Fund employs a rules based strategy that hedges exposure in periods of market corrections while having the ability to participate on the upside.

The Fund is designed for its beta to expand in bull markets and contract in bear markets.
Innovative Approach

Executes a rules based approach that is highly flexible and responsive to market trends.

Diversifies a portfolio to potentially limit the impact of negative markets.

Provides a turnkey solution as a core allocation for small accounts.


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LeverageDWAscroll.gifLeverage Dorsey Wright

Arrow Funds has been offering unique solutions with DWA since 2007.

Arrow applies the disciplined capabilities of DWA research by employing a rules based buy and sell discipline.

This approach helps identify market leadership.
Leading a Path To Help
Your Investment Approach
  • Top Tier Manager with strong track record.
  • Markets are increasingly impacted by political events, central bank policies, and regional crises from around the world.
  • Do you have tactical flexibility in your portfolio?
  • Arrow Funds has disciplined capabilities steeped in experience.
  • The DWA Balanced Fund could be a core equity component in certain portfolios.

Online Brokers

DWAFX (Class A), DWATX (Class C), DWANX (Class I)
can be found through your financial advisor or at most leading online brokers.

InteractiveBrokers ETrade CharlesSchwab
FolioInvesting TDAmeritrade
TradeStation Vanguard

Trademarks and names are the property of their respective owners and do not imply any endorsement of Arrow Funds and its affiliates. By clicking on or copying any of the links above you will be leaving the Arrow Funds site and entering a third party site. Arrow Funds is not responsible for any information contained on these third party sites. Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice.

Past performance does not guarantee future results. For periods less than one year, performance is not annualized. The performance data quoted represents past performance and current returns may be lower or higher. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. To obtain performance information current to the most recent month end, please call 1-877-277-6933. The maximum sales charge for Class A is 5.75% and 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. Total fund expenses are Class A 1.80%, Class C 2.55% and Class I 1.55%. The net operating expenses are Class A 1.73%, Class C 2.48% and Class I 1.48%, plus acquired fund fees and expenses of 0.07%. *Inception date for Class A and Class C (and index data) is 8/7/06. Class I is 3/21/12.

The Arrow DWA Tactical: Balanced Fund may not be suitable for all investors. The fund may invest in commodity-related securities, which may be subject to greater volatility than investments in traditional securities. The fund 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. Investing in small-cap securities may have special risks, including wider variations in earnings and business prospects than larger, more stablished companies. The fund may invest in real estate-related securities, which may be subject to mortgage-related risks and real estate market fluctuations. The fund may invest in fixed income securities, which are subject to risks including interest rate, credit and inflation.

To view the most recent performance data, visit Arrow Fund's website here.

Before investing, please read the prospectus and shareholder reports to learn about the investment strategy and potential risks. Investing involves risks, including the potential for loss of principal. An investor should consider the fund’s investment objective, charges, expenses and risks 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. Content reviewed by an affiliate, Archer Distributors, LLC.
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