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Arrow DWA Balanced Fund
 Presentation (with Audio)
 Fact Sheet
 Fund Holdings
 
Summary Prospectus
 Class A & C
 Class I
 
About Dorsey Wright

 

 

Ticker Symbols:

Class A

DWAFX

Class C

DWATX

Class I

DWANX

CUSIP Numbers:

Class A

042765404

Class C

042765503

Class I

042765602

Minimum Investment:

· $5,000 non-qualified accounts

· $2,000 Retirement accounts

· $250 subsequent investments

· Class I minimum initial investment $1 million

Operating Expenses*:

Class A

1.55%

Class C

2.30%

Class I

1.30%

*Plus acquired fund fees of 0.27% (when combined, the total fund expenses are 1.82%, 2.57% and 1.57%, respectively).

Benchmark Comparison: 60% S&P 500 Index & 40% Barclays Aggregate Bond Index

The Barclays U.S. Aggregate Bond Index is an unmanaged index composed of investment-grade securities from the Barclays Government/Credit Bond Index, Mortgage-Backed Securities Index and Asset-Backed Securities Index. The S&P 500 Index is the Standard & Poor's Composite Index of 500 stocks and is a widely recognized, unmanaged index of common stock prices. It is not possible to invest in indexes which are unmanaged and do not incur fees and charges.

This fund may not be suitable for all investors. The fund's use of derivatives such as futures, options and swap agreements may expose the fund to additional risks that it would not be subject to if it invested directly in the securities underlying those derivatives. Investing in leveraged instruments will magnify any gains or losses on those instruments. Investing in commodity and currency related securities may be subject to greater volatility than investments in traditional securities. The fund's use of short selling involves increased risks and additional costs. Investing in small-cap securities, may have special risks associated including wider variations in earnings and business prospects than larger, more established companies. The fund may invest in fixed income securities, which are subject to risks including interest rate, credit and inflation. The maximum sales charge for Class A is 5.75%. Class A investors may be eligible for a reduction in sales charges. The fund charges a fee of 1.00% on redemptions of shares held less than 30 days.

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Before investing, please read the Fund's prospectus and shareholder reports to learn about its investment strategy and potential risks. Mutual Fund investing involves risk including loss of principal. An investor should also consider the Fund's investment objective, charges, expenses, and risk carefully before investing. This and other information about the fund is contained in the fund's prospectus, which can be obtained by calling 1-877-277-6933. Please read the prospectus carefully before investing. Distributed by Archer Distributors, LLC (member FINRA).

Arrow Funds may not be suitable for all investors. The funds' use of short selling involves increased risks and additional costs. The funds may invest in commodity- and currency-related securities, which may be subject to greater volatility than investments in traditional securities. The funds may invest in fixed income securities, which are subject to risks including interest rate, credit, inflation and counterparty risks. The use of derivatives such as futures, options and swap agreements may expose the funds to additional risks that it would not be subject to if it invested directly in the underlying securities. The funds may invest in international and emerging market securities which may be subject to special risks including currency fluctuation, government regulation, differences in accounting standards and liquidity. Investing in leveraged instruments will magnify any gains or losses on those instruments. The funds' potential use of short selling involves increased risks and additional costs. The funds may not replicate the exact performance of their benchmarks because of fees, expenses, transaction costs and portfolio tracking error of the underlying investments. The maximum sales charge for Class A is 5.75% and may be eligible for a reduction in sales charges. The funds charges a fee of 1.00% on redemptions of shares held less than 30 days. 1149-NLD-11/6/2008