Arrow Commodity Strategy C
Arrow Investment Trust2943 Olney Sandy Springs Road, Suite A Olney, MaryUS 20832
Map
Phone: 877-277-6933
| Category: | Commodities Broad Basket | | Fund Family: | Arrow | | Net Assets: | 11.64M | | Year-to-Date Return: | -2.88% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | Dec 30, 2010 |
|
William E. Flaig Jr.
Lead Manager since Dec 30, 2010 | | | Flaig joined Arrow Investment Advisors in February of 2007, prior to which (2005--2007) he was a principal of Paladin Asset Management. To Paladin, he brought a body of original research in absolute return factors, which evolved into Paladins corresponding alternative investment strategies. From 2000 to 2005 Flaig served Rydex Investments in portfolio management roles of increasing responsibility, culminating with his appointment as Director of Portfolio Management/Director of Investment Strategy. |
| 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 |
|
| |
| The investment seeks to provide investment results that correlate to the performance of a benchmark for commodities.
The fund seeks to achieve its investment objective by investing primarily in a combination of securities, such as exchanged-traded notes, exchanged traded funds, mutual funds, commodity index-linked notes and commodity-linked structured notes, and derivatives that, as a whole, are expected to produce returns that closely track those of a commodity market benchmark. It will invest up to 25% of its total assets in a wholly-owned and controlled subsidiary. The fund is non-diversified. |
| Last Dividend
(Dec 28, 2011)
:
| 0.41 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Dec 30, 2012)
:
| 727.00% | | Average for Category: | 185.33% |
|
| Expense | CSFTX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 2.75% | 1.32% | | Prospectus Net Expense Ratio: | 2.80% | N/A | | Prospectus Gross Expense Ratio: | 3.02% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.14% | | Max Deferred Sales Load:
| N/A | 1.68% | | 3 Yr Expense Projection*: | 913 | 644 | | 5 Yr Expense Projection*: | 1,567 | 1,009 | | 10 Yr Expense Projection*: | 3,321 | 2,079 |
|
|
0.01(0.12%) May 24