3 / 5 Stars
4 4 1 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#12 in Tactical Allocation
U.S. News evaluated 84 Tactical 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 17.57 percent over the past year, 7.14 percent over the past three years, and 12.09 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||12.1%|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
Arrow DWA Tactical Fund has an expense ratio of 1.65 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.