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

 

 

Ticker Symbols:

Class A

DWTFX

Class C

DWTTX

Class I

DWTNX

CUSIP Numbers:

Class A

042765701

Class C

042765800

Class I

042765883

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

1.65%

Class C

2.40%

Class I

1.40%

*Plus acquired fund fees of 0.30% (when combined, the total fund expenses are 1.95%, 2.70% and 1.70%, respectively).

Benchmark Comparison: Dow Jones Moderately Aggressive Portfolio Index

A global asset allocation benchmark where 80% of the benchmark is represented by nine Dow Jones equity indexes and 20% is represented by five Barclays fixed income indexes. The indexes are unmanaged, do not include fees and are not available for investment.

This fund may not be suitable for all investors. The Fund may invest in commodity related securities, which may be subject to greater volatility than investments in traditional securities. The Fund may invest in international and emerging market securities, which may be subject to special risks including fluctuations in currency, government regulation, differences in accounting standards and liquidity. 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. The Fund's use of short selling involves increased risks and additional costs. The Fund may invest in small-cap securities, which may have special risks associated including wider variations in earnings and business prospects than larger, more established companies. The Fund may invest in real estate related securities, which may be subject to mortgage-related risks and real estate market fluctuations. The Fund may invest in fixed income securities, which are subject to risks including interest rate, credit and inflation. The Fund is nondiversified due to a limited number of underlying funds held. Therefore, each holding has the potential for a greater impact on the Fund's return. However, the underlying funds have access to a large number of investments providing additional diversification benefits as discussed in the prospectus. Diversification does not assure a profit or protect against loss in a declining market. 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.

0884-NLD-7/23/2009

 

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 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