Arrow DWA Tactical A (DWTFX)
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Arrow DWA Tactical A
Laurel DE 20707
6100 Chevy Chase Dr
Arrow Investment Trust
301-260-0162
Management information
,Lead manager since 30 July 2014
Joseph Barrato is a founding member of Arrow Investment Advisors, LLC. He has over 25 years of experience in the investment management industry, including six years with Rydex Investments, where he was responsible for the firm’s research and developed momentum models with the Rydex sector funds. Prior to Rydex, Mr. Barrato spent 12 years at the Federal Reserve Board of Governors, as an analyst and senior financial examiner. He holds a bachelor’s degree in business administration from The George Washington University, where he majored in finance and minored in accounting. Mr. Barrato’s experience in the investment management industry gives him a strong understanding of the operational issues facing mutual funds and the regulatory framework under which investment companies must operate. Mr. Barrato has served as an Interested Trustee and the Chairman of the Board since the Trust was organized in August 2011.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryTactical Allocation
Fund familyArrow Funds
Net assets42.44M
YTD return6.07%
Yield1.26%
Morningstar rating★★★★
Inception date20 Mar 2012
Fund operations
Last dividend0.11
Last cap gain2.00
Holdings turnover159.00%
Average for categoryN/A
Fees and expenses
ExpenseDWTFXCategory average
Annual report expense ratio (net)1.69%1.29%
Prospectus net expense ratio1.69%N/A
Prospectus gross expense ratio1.69%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.22%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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