Arrow DWA Balanced Adv
2943 Olney Sandy Spring Road Olney, MD
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Phone: 877-277-6933
| Category: | Moderate Allocation | | Fund Family: | Arrow | | Net Assets: | 50.09M | | Year-to-Date Return: | -5.24% | | Yield: | 0.27% | | Morningstar Rating: | N/A | | Fund Inception Date: | 07-Aug-06 |
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John G. Lewis
Lead Manager since
07-Aug-06 | | | Lewis joined DWA in June of 2002. Prior to DWA. He worked for Nicolas-Applegate from 1997 to 2000 as a performance analyst, and Linsco Private Ledger from 1996 to 1997 as a portfolio accountant. Lewis is actively research on the application of relative strength to portfolio management. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks an appropriate balance between long-term capital appreciation and capital preservation. The fund primarily invests in exchange traded funds and other types of investment companies. Under normal circumstances, it invests at least 25% and no more than 65% in all equity based ETFs, including international; at least 25% and no more than 65% of net assets in fixed-income ETFs that invest in fixed-income securities of any credit quality; and at least 10% and no more than 40% of net assets in alternative ETFs. The fund is nondiversified. |
| Last Dividend
(31-Dec-07):
| 0.03 | | Last Cap Gain
(6-Dec-07):
| 0.14 | | Annual Holdings Turnover
| 118.00% | | Average for Category:
| 67.04% |
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| Expense | DWATX | Category
Avg | | Total Expense Ratio: | 2.58%
| 1.08% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.74% | | 3 Yr Expense Projection*: |
$903 | $630 | | 5 Yr Expense Projection*: |
$1,552 | $968 | | 10 Yr Expense Projection*: |
$3,292 | $1,892 |
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