Arrow Dwa Balanced Fund Quote
| DWATX Fund | USD 10.58 0.07 0.67% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Arrow Dwa is trading at 10.58 as of the 25th of November 2024; that is 0.67 percent up since the beginning of the trading day. The fund's open price was 10.51. Arrow Dwa has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Arrow Dwa Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of December 2023 and ending today, the 25th of November 2024. Click here to learn more.
The fund primarily invests, either directly or indirectly through investments in exchange traded funds or other investment companies , in equity securities, fixed income securities, or alternative assets. It may invest up to 25 percent of its total assets in a wholly-owned and controlled subsidiary .. More on Arrow Dwa Balanced
Moving together with Arrow Mutual Fund
Arrow Mutual Fund Highlights
| Fund Concentration | Arrow Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Arrow Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Arrow Dwa Balanced [DWATX] is traded in USA and was established 25th of November 2024. Arrow Dwa is listed under Arrow Funds category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Arrow Funds family. This fund currently has accumulated 38.43 M in assets under management (AUM) with no minimum investment requirementsArrow Dwa Balanced is currently producing year-to-date (YTD) return of 7.22% with the current yeild of 0.03%, while the total return for the last 3 years was -0.77%.
Check Arrow Dwa Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Arrow Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Arrow Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Arrow Dwa Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Arrow Dwa Balanced Mutual Fund Constituents
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| RHI | Robert Half International | Stock | Industrials | |
| MCHI | iShares MSCI China | Etf | China Region | |
| VTV | Vanguard Value Index | Etf | Large Value | |
| VUG | Vanguard Growth Index | Etf | Large Growth | |
| AMJ | JPMorgan | Etf | Energy Limited Partnership | |
| VOT | Vanguard Mid Cap Growth | Etf | Mid-Cap Growth | |
| TLT | iShares 20 Year | Etf | Long Government |
Arrow Dwa Balanced Risk Profiles
| Mean Deviation | 0.4458 | |||
| Semi Deviation | 0.4507 | |||
| Standard Deviation | 0.5555 | |||
| Variance | 0.3086 |
Arrow Dwa Against Markets
Other Information on Investing in Arrow Mutual Fund
Arrow Dwa financial ratios help investors to determine whether Arrow Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Arrow with respect to the benefits of owning Arrow Dwa security.
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