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Arrow DWA Balanced Fund
Fact Sheet
Fund Holdings
Fund Strategy Update
About Dorsey Wright

Summary Prospectus
Class A & C
Class I

Ticker Symbols:

Class A


Class C


Class I


CUSIP Numbers:

Class A


Class C


Class I


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


Class C


Class I


*Plus acquired fund fees of 0.27% (when combined, the total fund expenses are 1.81%, 2.56% and 1.56%, 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.

The Arrow DWA Balanced 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.


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.

Based on the technical analysis and relative strength expertise of:

Fund Highlights

  • Provides broad diversification across sectors, styles, international countries, fixed income and alternative assets with ETFs and equities
  • Gives access to the technical analysis expertise of Dorsey Wright & Associates
  • Follows a defined, moderate tactical allocation strategy
  • Core strategy with a strict relative strength buy and sell discipline

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

  • Diversification and risk management through tactical asset allocation with 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 a model based on DWA’s technical analysis expertise

Investment Overview
The Dorsey Wright & Associates (DWA) model 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 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 and equity holdings:

The following table highlights a portion of the broad universe of asset class exposure that could be used within each strategy:

*For illustrative purposes only. Portfolio allocations will vary and are not limited to the list above.


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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).