Arrow DWA Tactical Fund

Scorecard
3 / 5 Stars
Lipper
4 2 1 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

#11 in Tactical Allocation

U.S. News evaluated 85 Tactical 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 23.70 percent over the past year, 6.72 percent over the past three years, and 14.93 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year 23.7%
3 Years (Annualized) 6.7%
5 Years (Annualized) 14.9%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation with capital preservation as a secondary objective. 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 does not invest more than 25% of its assets in derivative contracts with any one counterparty. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Arrow DWA Tactical Fund has an expense ratio of 1.65 percent.

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Risk

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

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