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Arrow DWA Tactical Balanced A DWAFX

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%

Morningstar’s Analysis DWAFX

Will DWAFX outperform in future?

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

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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