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Arrow DWA Tactical: Balanced Fund (DWATX)

10.15
+0.01
+(0.10%)
At close: 8:05:36 AM EDT
Loading Chart for DWATX
  • Previous Close 10.14
  • YTD Return -0.29%
  • Expense Ratio 3.01%
  • Category Tactical Allocation
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 26.66M
  • Beta (5Y Monthly) 0.67
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 135.00%
  • Last Dividend 0.34
  • Inception Date Aug 7, 2006

The fund primarily invests, either directly or indirectly through investments in exchange traded funds or other investment companies (including affiliated funds), in (i) equity securities, (ii) fixed income securities, or (iii) alternative assets. It may invest up to 25% of its total assets in a wholly-owned and controlled subsidiary (the "DWA Balanced Subsidiary").

Arrow Funds

Fund Family

Tactical Allocation

Fund Category

26.66M

Net Assets

2006-08-07

Inception Date

Performance Overview: DWATX

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Trailing returns as of 4/29/2025. Category is Tactical Allocation.

YTD Return

DWATX
0.29%
Category
9.69%
 

1-Year Return

DWATX
3.70%
Category
27.45%
 

3-Year Return

DWATX
0.90%
Category
8.85%
 

5-Year Return

DWATX
4.77%
Category
8.56%
 

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Holdings: DWATX

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Sector Weightings

SectorDWATX
Industrials   19.06%
Technology   15.99%
Real Estate   10.05%
Healthcare   4.50%
Utilities   3.48%
Energy   3.28%

Recent News: DWATX

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Research Reports: DWATX

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