The Arrow DWA Balanced Fund (DWAFX) is one of the top mutual funds in its class. It has finished in the 9th percentile in the Morningstar Moderate Allocation Category (better than 91 percent of the 924 funds in this category) over the last three years.
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DWAFX is the first Dorsey Wright managed mutual fund and we are very pleased with its success. Furthermore, we are very appreciative of the warm reception that it has received in the marketplace – thank you! We developed this strategy because of the following philosophy:
- The standard 60/40 policy portfolio is too narrow. Broader diversification, with special emphasis on alternative investments, is helpful to returns and risk management.
- Endowment managers, like David Swenson at Yale, have been generating superior results for years by creating allocations with significant exposure to alternative asset classes. Now that ETFs provide access to most all of the asset classes that have been used in the endowment models, such a broadly diversified approach has been made available to the public through DWAFX.
- The tactical asset allocation approach, driven by our systematic relative strength process, allows us to be extremely adaptive. This unique process seeks to do an excellent job of protecting on the downside as well as capitalizing on bull market moves in a wide variety of asset classes.
Click here to access the fact sheet for the Arrow DWA Balanced Fund.
