Arrow DWA Tactical C 2943 Olney-Sandy Spring Road, Suite A Olney,MD,20832 Map
Phone: 877-277-6933
| Category: | Moderate Allocation | | Fund Family: | Arrow | | Net Assets: | 9.06M | | Year-to-Date Return: | 14.90% | | Yield: | 0.19% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-May-08 |
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Harold Bowler Parker
Lead Manager since
30-May-08 | | | Parker is joined DWA in August of 1994. He began his investment career with E. F. Hutton & Co. in 1978 as a registered representative. Parker moved to Smith Barney in 1985. Parker worked with Smith Barneys Portfolio Management Program, which provided discretionary institutional portfolio management. He has also authored several original research papers on technical analysis. |
| 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 long-term capital appreciation with capital preservation as a secondary objective. The fund primarily invests in exchange traded funds. It invests from 0% to 100% in equity securities, including ETFs that invest in domestic and international equity securities. The fund invests from 0% to 100% in fixed-income securities of any credit quality, including ETFs that invest in fixed-income securities; and from 0% up to 90% in alternative assets, including ETFs that invest in alternative assets. It is nondiversified. |
| Last Dividend
(30-Dec-08):
| 0.01 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 74.74% |
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| Expense | DWTTX | Category Avg | | Total Expense Ratio: | 2.81%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 871 | $632 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $951 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,857 |
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