Arrow DWA Tactical: Balanced Fund (DWAFX) Alternatives
Arrow DWA Tactical: Balanced Fund (DWAFX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DWAFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DWAFX
DWAFX charges 1.84% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among DWAFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | DWAFX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | DWAFX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | DWAFX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | DWAFX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | DWAFX vs GPIFX |
Best Risk-Adjusted Alternatives to DWAFX
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | DWAFX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | DWAFX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | DWAFX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | DWAFX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | DWAFX vs MOJOX |
Top Performing DWAFX Alternatives (YTD)
DWAFX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | DWAFX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | DWAFX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | DWAFX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | DWAFX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | DWAFX vs ABRZX |
Lowest Volatility Alternatives to DWAFX
DWAFX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | DWAFX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | DWAFX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | DWAFX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | DWAFX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | DWAFX vs SFHYX |
Lowest Drawdown Alternatives to DWAFX
DWAFX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | DWAFX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | DWAFX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | DWAFX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | DWAFX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | DWAFX vs HFSAX |
Other Mutual Funds from Arrow Funds
Most popular Arrow Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Arrow Managed Futures Stragegy Fund | Systematic Trend | 42 | 5.39% | Apr 28, 2010 | DWAFX vs MFTFX | |
| Arrow DWA Tactical: Macro Fund | Tactical Allocation | 63 | -2.19% | May 29, 2008 | DWAFX vs DWTFX |
Often Compared With DWAFX
What investors most often compare with DWAFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | DWAFX vs FXAIX | |
| Fidelity Flex 500 Index Fund | Large Cap Blend Equities | 42 | -7.27% | Mar 9, 2017 | DWAFX vs FDFIX |
Compare DWAFX with Any Fund or Stock
Compare DWAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.