Arrow Dwa Balanced Fund Quote
| DWANX Fund | USD 11.78 0.07 0.60% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Arrow Dwa is trading at 11.78 as of the 25th of April 2024; that is 0.60 percent increase since the beginning of the trading day. The fund's open price was 11.71. Arrow Dwa has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good 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 26th of March 2024 and ending today, the 25th of April 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. Arrow DWA is traded on NASDAQ Exchange in the United States. More on Arrow Dwa Balanced
Moving together with Arrow Mutual Fund
| 0.71 | MFTFX | Arrow Managed Futures | PairCorr |
| 0.88 | MFTNX | Arrow Managed Futures | PairCorr |
| 1.0 | DWAFX | Arrow Dwa Balanced | PairCorr |
| 0.93 | DWATX | Arrow Dwa Balanced | PairCorr |
| 0.69 | PAALX | All Asset Fund | PairCorr |
| 0.67 | PATRX | Pimco All Asset | PairCorr |
| 0.7 | PAAIX | All Asset Fund | PairCorr |
Moving against Arrow Mutual Fund
| 0.52 | XPPRX | Voya Prime Rate | PairCorr |
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 Concentration | Arrow Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Arrow Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Arrow Dwa Balanced [DWANX] is traded in USA and was established 25th of April 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 minimum initial investment of 1000 K. Arrow Dwa Balanced is currently producing year-to-date (YTD) return of 5.7% with the current yeild of 0.04%, while the total return for the last 3 years was 0.82%.
Check Arrow Dwa Probability Of Bankruptcy
Instrument Allocation
Top Arrow Dwa Balanced Mutual Fund Constituents
| NKE | Nike Inc | Stock | Consumer Discretionary |
| RHI | Robert Half International | Stock | Industrials |
| MCHI | iShares MSCI China | Etf | China Region |
| VUG | Vanguard Growth Index | Etf | Large Growth |
| AMJ | JPMorgan Alerian MLP | Etf | Energy Limited Partnership |
| VOT | Vanguard Mid Cap Growth | Etf | Mid-Cap Growth |
| TLT | iShares 20 Year | Etf | Long Government |
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 about 38.35%. 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 0.6785 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 0.027, implying that it can generate a 0.027 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Arrow Dwa to move above the current price in 90 days from now is about 38.35 (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.
| Mean Deviation | 0.3832 | |||
| Semi Deviation | 0.3216 | |||
| Standard Deviation | 0.4812 | |||
| Variance | 0.2316 |
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?
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| 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 board of governors. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.