DWANX Mutual Fund

DWANX Mutual Fund (Arrow DWA Tactical: Balanced Fund Institutional Class) is managed by Arrow Funds with $4.0M in net assets. DWANX expense ratio is 2.12%, holding 130 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2012-03-21.

DWANX performance shows a YTD return of 6.40%. The 1-year return is 19.57% and the 5-year return is 5.65%. DWANX dividend yield stands at 11.66%, paid annually.

DWANX top holdings include Arrow Dj Global Yield (6.7%), University Calif Revs 3.071 05/15/2051 (6.3%), Ishares Barclays Tips BondETF (4.6%), Bonds Ishares 20+ Yr Treasury Bd ETF (4.5%), First American Government Obligations Fund (4.3%). Go to all DWANX holdings, DWANX sectors, or DWANX dividends.

DWANX can be compared against other funds. Use DWANX overlap to find shared positions, or DWANX vs another fund for a side-by-side view. DWANX alternatives are available via the screener, along with tax-loss harvesting opportunities.