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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.

 

About Dorsey Wright

We believe in utilizing institutional sub-advisors who are leaders in their field. Arrow Investment Advisors has employed Dorsey Wright & Associates (DWA).

DWA is an independent and privately owned registered investment advisory firm whose business includes two areas: Professional management of equity portfolios for investors, and investment research services for numerous broker-dealers and large institutions around the world.

  • Investment research services was established in 1987.
  • Professional portfolio management services was established in 1994.


The cornerstone of their investment strategy is technical analysis. The two principals of the firm, Thomas J. Dorsey and Watson H. Wright, have more than 35 years of combined experience in the equity markets, particularly in the field of risk management for which they are known internationally.

To learn more, please visit the DWA website.

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

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