Arrow Dwa Balanced Fund Quote

DWAFX Fund  USD 11.74  0.08  0.69%   

Performance

21 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 30

 
100  
 
Zero
Below Average
Arrow Dwa is trading at 11.74 as of the 28th of March 2024; that is 0.69% increase since the beginning of the trading day. The fund's open price was 11.66. Arrow Dwa has about a 30 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Arrow Dwa Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund primarily invests, either directly or indirectly through investments in exchange traded funds or other investment companies , in equity securities, fixed income securities, or alternative assets. It may invest up to 25 percent of its total assets in a wholly-owned and controlled subsidiary .. More on Arrow Dwa Balanced

Moving together with Arrow Mutual Fund

  0.97STFGX State Farm GrowthPairCorr
  0.9MFTFX Arrow Managed FuturesPairCorr
  0.91MFTNX Arrow Managed FuturesPairCorr
  0.9MFTTX Arrow Managed FuturesPairCorr
  0.99DWATX Arrow Dwa BalancedPairCorr
  0.96DWANX Arrow Dwa BalancedPairCorr

Arrow Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Arrow Dwa's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Arrow Dwa or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationArrow Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Arrow Funds (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of December 2022
Fiscal Year EndJuly
Arrow Dwa Balanced [DWAFX] is traded in USA and was established 28th of March 2024. Arrow Dwa is listed under Arrow Funds category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Arrow Funds family. This fund currently has accumulated 38.43 M in assets under management (AUM) with no minimum investment requirementsArrow Dwa Balanced is currently producing year-to-date (YTD) return of 7.87% with the current yeild of 0.04%, while the total return for the last 3 years was 2.22%.
Check Arrow Dwa Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Arrow Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Arrow Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Arrow Dwa Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Arrow Dwa Balanced Mutual Fund Constituents

RHIRobert Half InternationalStockIndustrials
NKENike IncStockConsumer Discretionary
MFTNXArrow Managed FuturesMutual FundSystematic Trend
EWTIShares MSCI TaiwanEtfChina Region
VTVVanguard Value IndexEtfLarge Value
MCHIIShares MSCI ChinaEtfChina Region
LQDIShares IBoxx InvestmentEtfCorporate Bond
More Details

Arrow Dwa Target Price Odds Analysis

Based on a normal probability distribution, the odds of Arrow Dwa jumping above the current price in 90 days from now is nearly 4.13%. The Arrow Dwa Balanced probability density function shows the probability of Arrow Dwa mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Arrow Dwa has a beta of 0.7311 suggesting as returns on the market go up, Arrow Dwa average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Arrow Dwa Balanced will be expected to be much smaller as well. Additionally, arrow Dwa Balanced has an alpha of 0.0295, implying that it can generate a 0.0295 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 11.74HorizonTargetOdds Above 11.74
95.78%90 days
 11.74 
4.13%
Based on a normal probability distribution, the odds of Arrow Dwa to move above the current price in 90 days from now is nearly 4.13 (This Arrow Dwa Balanced probability density function shows the probability of Arrow Mutual Fund to fall within a particular range of prices over 90 days) .

Arrow Dwa Balanced Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Arrow Dwa market risk premium is the additional return an investor will receive from holding Arrow Dwa long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Arrow Dwa. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Arrow Dwa's alpha and beta are two of the key measurements used to evaluate Arrow Dwa's performance over the market, the standard measures of volatility play an important role as well.

Arrow Dwa Against Markets

Picking the right benchmark for Arrow Dwa mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Arrow Dwa mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Arrow Dwa is critical whether you are bullish or bearish towards Arrow Dwa Balanced at a given time. Please also check how Arrow Dwa's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Arrow Dwa without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Portfolio Analyzer Now

   

Portfolio Analyzer

Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
All  Next Launch Module

How to buy Arrow Mutual Fund?

Before investing in Arrow Dwa, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Arrow Dwa. To buy Arrow Dwa fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Arrow Dwa. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Arrow Dwa fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Arrow Dwa Balanced fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Arrow Dwa Balanced fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Arrow Dwa Balanced, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Arrow Dwa Balanced?

The danger of trading Arrow Dwa Balanced is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Arrow Dwa is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Arrow Dwa. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Arrow Dwa Balanced is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Arrow Dwa Balanced. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the Arrow Dwa Balanced information on this page should be used as a complementary analysis to other Arrow Dwa's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.

Complementary Tools for Arrow Mutual Fund analysis

When running Arrow Dwa's price analysis, check to measure Arrow Dwa's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Arrow Dwa is operating at the current time. Most of Arrow Dwa's value examination focuses on studying past and present price action to predict the probability of Arrow Dwa's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Arrow Dwa's price. Additionally, you may evaluate how the addition of Arrow Dwa to your portfolios can decrease your overall portfolio volatility.
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Equity Valuation
Check real value of public entities based on technical and fundamental data
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Please note, there is a significant difference between Arrow Dwa's value and its price as these two are different measures arrived at by different means. Investors typically determine if Arrow Dwa is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Arrow Dwa's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.