Arrow DWA Balanced Fund

Scorecard
1 / 5 Stars
Lipper
1 1 3 1 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C- (Hold)

#150 in Moderate Allocation

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 13.37 percent over the past year, 6.35 percent over the past three years, and 12.65 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.6%
1 Year 13.4%
3 Years (Annualized) 6.4%
5 Years (Annualized) 12.6%
10 Years (Annualized) N/A

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Summary

The investment seeks an appropriate balance between long-term capital appreciation and capital preservation. The fund primarily invests in (1) exchange traded funds ("ETFs") that each invest primarily in (i) equity securities, (ii) fixed income securities, or (iii) alternative assets; as well as in (2) commodity futures and (3) options on commodity futures. It will invest up to 25% of its total assets in a wholly-owned and controlled subsidiary. The fund invests in securities without restriction as to capitalization, credit quality or country. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Arrow DWA Balanced Fund has an expense ratio of 1.55 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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