About DWAFX
Arrow DWA Tactical Balanced Fund Class A is a mutual fund designed to strike a balance between long-term capital appreciation and capital preservation. The fund employs a tactical allocation strategy, leveraging technical analysis to adjust exposures among four primary market segments: U.S. and international equities, fixed income, and alternative assets. This dynamic approach is guided by models developed by Dorsey Wright & Associates, emphasizing systematic rotation to identify and maintain exposure to market segments demonstrating relative strength over time. The portfolio is diversified across asset classes, often with significant holdings in ETFs representing equities, bonds, real estate, and other alternatives. Notable for its adaptability, the fund’s strategy seeks to manage risk and respond to changing market conditions, serving investors seeking a flexible allocation solution. Arrow DWA Tactical Balanced Fund Class A is categorized within the tactical allocation segment and typically appeals to those looking for a managed blend of growth and income potential, supported by an objective, technical, and risk-aware process.
Fund Family Arrow Funds
Category Tactical Allocation
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DWAFX
Share Class Class A Shares
Index Index is not available on Lipper Database
DWAFX had a total return of 11.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.14%.
