Faith- & Factor-based Fidelis’ 4-star Morningstar Rating Continues

Wallick Investments, LLC’s faith- and factor-based separately managed account strategy, WI Fidelis, received a 4-star Morningstar RatingTM for 3-year, 5-year and Overall risk-adjusted performance among 139 Mid-Cap Blend products as of June 30, 2021. WI Fidelis has received a 4-star or greater Overall Morningstar Rating for 22/27 quarters, and a 3-star or greater Overall Morningstar Rating for 100% of quarters. Morningstar® is a leading provider of independent investment research (corporate.morningstar.com).

“For 2Q2021, WI Fidelis’ risk-adjusted return was rated in the 18th percentile by Morningstar for Mid-Cap Blend separate account products— meaning we outperformed over 80% of our categorical peers’ reported products.”
Daniel Wallick, managing partner and chief investment officer

Since 2005, Wallick Investments, a registered investment advisory firm specializing in Strategic Moral Investing, has offered both investment advisory and portfolio management services, eliminating overlapping fees for clients. Wallick Investments’ strategies and resources are available to individuals, institutions and other non-affiliated advisors. For more information call 803-699-9400, e-mail info@wallickinvestments.com or visit wallickinvestments.com.

© 2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The Morningstar Rating for funds, or “star rating”, is calculated for separate accounts with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.


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