DWATX Mutual Fund

DWATX Mutual Fund (Arrow DWA Tactical: Balanced Fund Class C) is managed by Arrow Funds with $707,765.01 in net assets. DWATX expense ratio is 3.12%, holding 130 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2006-08-07.

DWATX performance shows a YTD return of 5.75%. The 1-year return is 18.33% and the 5-year return is 4.72%. DWATX dividend yield stands at 12.49%, paid annually.

DWATX top holdings include Arrow Dj Global Yield (6.7%), 317Ua1Ea2 Pimco Fppswaption 4.52 Put USD (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 DWATX holdings, DWATX sectors, or DWATX dividends.

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