Arrow DWA Tactical: Macro Fund Class C is a mutual fund designed to provide investors with a dynamic approach to capital appreciation, while also emphasizing capital preservation. The fund uses a systematic, tactical asset allocation strategy that actively shifts investments across multiple global markets, including U.S. and international equities, fixed income, commodities, and other asset classes. By assessing relative strength across these sectors, the fund aims to adapt to changing market conditions and capitalize on emerging trends while mitigating downside risk. This fund falls within the Tactical Allocation category, which is characterized by frequent and material shifts in portfolio allocations among equity regions and bond sectors to respond to evolving opportunities and risks. Portfolio allocations are adjusted regularly, with requirements to maintain exposure to both equity and bond markets. The fund’s holdings primarily include debt and equity securities issued by U.S. entities, but it may also invest in international, emerging markets, commodity-linked securities, and real estate-related assets, providing broad diversification. Arrow DWA Tactical: Macro Fund Class C serves investors seeking a flexible, actively managed solution that strives for consistent, risk-adjusted returns through diverse market cycles in the broader context of tactical allocation strategies.
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