Arrow DWA Tactical: Balanced FundDWATX
Type
Mutual fund
Peer group
Allocation
Net assets
$28.1M
Expense ratio
3.12%
1-year return
+26.9%
3 years, a year
+10.6%
5 years, a year
+4.5%
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 Option | 8.22% |
| Arrow ETF Trust | 7.03% |
| DBC Invesco Db Commodity Index Tracking Fund | 5.13% |
| iShares Trust | 4.61% |
| iShares Trust | 4.41% |
| SPDR Series Trust | 4.35% |
| iShares Trust | 4.20% |
| iShares Trust | 3.46% |
| Galaxy Plus Financial Call Option | 2.85% |
| First American Funds Inc | 2.81% |
More on DWATX.
- DWATX overview
- DWATX holdings
- DWATX risk
- DWATX costs
- DWATX money in and out
- DWATX share classes
- Compare DWATX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.