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Investment Strategy
Seeks to achieve an appropriate balance between long-term capital appreciation and capital preservation. The Fund seeks to achieve its investment objective by implementing a proprietary tactical asset allocation (TAA) model.

Portfolio Manager

Fund Highlights

  • Provides broad diversification across sectors, styles (size, value and growth), international countries, fixed income and alternative assets with ETF instruments
  • Seeks absolute returns from a tactical asset allocation strategy
  • Gives access to the technical analysis expertise of Dorsey Wright & Associates
  • Core strategy with a strict buy and sell discipline

Who may want to Invest in the Arrow DWA Balanced Fund?
Investors seeking:

  • Broad diversification by investing in a wide range of asset classes, rotation strategies and ETFs
  • Risk management through diversification, tactical asset allocation and strict buy and sell disciplines
  • Exposure to alternative or specialty assets such as commodities and treasury inflation protected securities
  • An actively managed alternative to strategic asset allocation, target maturity and life cycle funds
  • A fund managed based on objective technical indicators that responds to inevitable changes in the market
  • Access to DWA money management

Investment Overview
The Dorsey Wright &Associates (DWA) money management team uses technical analysis to allocate among four market segments: U.S. and International Equities, Fixed Income and Alternative Assets.


*Scenario shown for illustrative purposes only. Portfolio allocations will vary.

Multiple Rotation Strategies
The four market segments are managed through the use of five underlying rotation strategies. The goal of each rotation strategy is to systematically identify and provide exposure to leading strategy components on an ongoing basis.


*Scenario shown for illustrative purposes only. Portfolio allocations will vary.

Response for Changing Market Conditions
The Fund seeks to achieve its investment objective by implementing a proprietary tactical asset allocation (TAA) model.

The Fund seeks to moderately overweight market segments, rotation strategies, and ETFs exhibiting positive relative strength and underweight market segments, rotation strategies, and ETFs exhibiting negative relative strength. In essence, TAA works by reallocating at different times in response to the changing patterns of returns available in the markets. Below is a description of each rotation strategy, including minimum and maximum exposures and targeted number of ETF holdings:

Portfolio of Exchange Traded Funds
The Fund will seek to implement its strategies by investing in exchange traded funds, an efficient and effective investment designed to closely track the composition, performance and yield of an underlying index. ETFs typically provide exposure to different market segments by investing in a diverse "basket" of stocks, bonds, or commodities. ETFs are listed and traded on U.S. stock exchanges. Simply put, they trade like stocks and act like index funds.