Arrow DWA Tactical: Balanced FundDWAFX

MUTUAL FUNDArrow
Type
Mutual fund
Peer group
Allocation
Net assets
$28.1M
Expense ratio
2.37%
1-year return
+27.9%
3 years, a year
+11.5%
5 years, a year
+5.2%
Holdings
130

What it aims to do.

The Arrow DWA Tactical: Balanced Fund (the ?Fund?) seeks to achieve an appropriate balance between long-term capital appreciation and capital preservation.

Top 10 holdings.

Holding% of fund
Galaxy Plus Commodity Call Option8.22%
Arrow ETF Trust7.03%
DBC Invesco Db Commodity Index Tracking Fund5.13%
iShares Trust4.61%
iShares Trust4.41%
SPDR Series Trust4.35%
iShares Trust4.20%
iShares Trust3.46%
Galaxy Plus Financial Call Option2.85%
First American Funds Inc2.81%

More on DWAFX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.