Arrow DWA Balanced A
2943 Olney Sandy Spring Road Olney, MD
Map
Phone: 877-277-6933
| Category: | Moderate Allocation | | Fund Family: | Arrow | | Net Assets: | 294.75M | | Year-to-Date Return: | -7.57% | | Yield: | 0.71% | | Morningstar Rating: | N/A | | Fund Inception Date: | 07-Aug-06 |
|
John G. Lewis
Lead Manager since
07-Aug-06 | | | Lewis joined DWA in June of 2002. Prior to DWA. He worked for Nicolas-Applegate from 1997 to 2000 as a performance analyst, and Linsco Private Ledger from 1996 to 1997 as a portfolio accountant. Lewis is actively research on the application of relative strength to portfolio management. |
| 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 |
|
| |
| The investment seeks an appropriate balance between long-term capital appreciation and capital preservation. The fund primarily invests in exchange traded funds and other types of investment companies. Under normal circumstances, it invests at least 25% and no more than 65% of total assets in all equity based ETFs, including international; at least 25% and no more than 65% of total assets in fixed-income ETFs that invest in fixed-income securities of any credit quality; and at least 10% and no more than 40% of total assets in alternative ETFs. The fund is nondiversified. |
| Last Dividend
(31-Dec-07):
| 0.08 | | Last Cap Gain
(6-Dec-07):
| 0.14 | | Annual Holdings Turnover
| 118.00% | | Average for Category:
| 71.15% |
|
| Expense | DWAFX | Category
Avg | | Total Expense Ratio: | 1.83%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$1,214 | $626 | | 5 Yr Expense Projection*: |
$1,686 | $953 | | 10 Yr Expense Projection*: |
$2,985 | $1,864 |
|
|
5.11% Nasdaq 0.00%
Profile
