About DWANX
Arrow DWA Tactical Balanced Fund Institutional Class is a mutual fund that aims to achieve an optimal balance between long-term capital appreciation and capital preservation. Classified in the tactical allocation category, the fund actively shifts its investments across major asset classes—including U.S. and international equities, fixed income securities, and alternative assets—based on a rules-based, technical analysis framework developed in partnership with Dorsey Wright & Associates. This adaptive approach allows the fund to respond flexibly to changing market conditions and trends, seeking to participate in market upswings while managing risk during downturns. Key holdings often include a diverse mix of exchange-traded funds (ETFs) and core securities spanning sectors such as government bonds, real estate, commodities, and growth and value equities. Designed for institutional investors, the fund features a relatively high expense ratio reflective of its active management and broad tactical flexibility. Its strategy is intended to serve as a core diversified portfolio component for those seeking exposure beyond traditional stock and bond models, with the capacity to adjust allocations globally in response to evolving market dynamics.
Fund Family Arrow Funds
Category Tactical Allocation
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DWANX
Share Class Institutional Class Shares
Index Index is not available on Lipper Database
DWANX had a total return of 20.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.96%.
