Arrow Alternative Solutions A 2943 Olney Sandy Spring Road Olney, MD Map
Phone: 877-277-6933
| Category: | Long-Short | | Fund Family: | Arrow | | Net Assets: | 50.13M | | Year-to-Date Return: | -0.69% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Oct-07 |
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| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks capital appreciation with an emphasis on absolute returns, low volatility, and low correlation to the equity markets. The fund seeks to maximize the return derived from a portfolio of leveraged long and short strategies with a targeted amount of risk. The advisor seeks to achieve a risk target of 7% volatility, a beta and correlation to the S&P 500 index of less than 0.5, as well as a Sharpe Ratio of greater than 0.25. The fund uses derivatives to obtain long and short exposure within the same asset classes. |
| Last Dividend
(31-Dec-07):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 294.11% |
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| Expense | ASFFX | Category Avg | | Total Expense Ratio: | %
| 2.25% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.46% | | Max Deferred Sales Load: | 0.00%
| 2.14% | | 3 Yr Expense Projection*: |
$1,028 | $1,003 | | 5 Yr Expense Projection*: |
$N/A | $1,719 | | 10 Yr Expense Projection*: |
$N/A | $3,411 |
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