Morningstar

ArrowShares Mutual Funds

View all of ArrowShares’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

ArrowShares Mutual Funds List

1 to 9 of 9 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Arrow DWA Tactical: Macro Fund Class ADWTFXTactical Allocation—5.65%721.990%Above AverageFront Load$5,000
Arrow DWA Tactical: Macro Fund Class CDWTTXTactical Allocation—5.02%782.740%Above AverageLevel Load$5,000
Arrow DWA Tactical: Macro Fund Institutional ClassDWTNXTactical Allocation—5.03%711.740%Above AverageInstitutional$1M
Arrow DWA Tactical: Balanced Fund Institutional ClassDWANXTactical Allocation
11.51%282.120%HighInstitutional$1M
Arrow DWA Tactical: Balanced Fund Class ADWAFXTactical Allocation
11.31%302.370%HighFront Load$5,000
Arrow DWA Tactical: Balanced Fund Class CDWATXTactical Allocation
10.74%323.120%HighLevel Load$5,000
Arrow Managed Futures Strategy Fund Institutional ClassMFTNXSystematic Trend—17.41%351.460%AverageInstitutional$1M
Arrow Managed Futures Strategy Fund Class AMFTFXSystematic Trend—16.50%361.710%Below AverageFront Load$5,000
Arrow Managed Futures Strategy Fund Class CMFTTXSystematic Trend—15.81%402.460%Below AverageLevel Load$5,000

ArrowShares Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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