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Morningstar

Arrow DWA Tactical Balanced A DWAFX

Morningstar Analyst Rating
Quantitative rating as of | See Arrow Investment Hub
  • NAV / 1-Day Return 11.30  /  0.44 %
  • Total Assets 40.5 Mil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 2.200%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 2.67%
  • Turnover 122%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis DWAFX

Will DWAFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DWAFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DWAFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DWAFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Arrow DWA Tactical Balanced A's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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