1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
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.
The fund has returned 12.48 percent over the past year, 5.54 percent over the past three years, and 11.79 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.4%|
|3 Years (Annualized)||5.5%|
|5 Years (Annualized)||11.8%|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
Arrow DWA Balanced Fund has an expense ratio of 2.30 percent.
Risk is Average compared to funds in the same category according to Morningstar.