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Morningstar

Arrow DWA Tactical Macro A DWTFX

Morningstar Analyst Rating
Quantitative rating as of | See Arrow Investment Hub
  • NAV / 1-Day Return 8.57  /  0.70 %
  • Total Assets 74.1 Mil
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 2.000%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Tactical Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 6.03%
  • Turnover 150%

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

Morningstar’s Analysis DWTFX

Will DWTFX 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 DWTFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DWTFX 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 DWTFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Arrow DWA Tactical Macro 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 second-highest quintile among peers.

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