1Q2018 Composite Rankings

Wallick Investments' Core Growth Composite 

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#9 – 1 Year US Equity Core Growth (Multi-Cap) Composite Ranking with Performance Ending 1st Qtr. 2018

#17 – 1 Year US Equity Core Growth (Multi-Cap) Composite Efficiency Ranking Ending 1st Qtr. 2018  

#4– 3 Year US Equity Core Growth (Multi-Cap) Composite Ranking with Performance Ending 1st Qtr. 2018

#7 – 3 Year US Equity Core Growth (Multi-Cap) Composite Efficiency Ranking Ending 1st Qtr. 2018

#3 – 5 Year US Equity Core Growth (Multi-Cap) Composite Ranking with Performance Ending 1st Qtr. 2018

#4 – 5 Year US Equity Core Growth (Multi-Cap) Composite Efficiency Ranking Ending 1st Qtr. 2018*  

#3 – 7 Year US Equity Core Growth (Multi-Cap) Composite Ranking with Performance Ending 1st Qtr. 2018

#6 – 7 Year US Equity Core Growth (Multi-Cap) Composite Efficiency Ranking Ending 1st Qtr. 2018

 

#2 – 10 Year US Equity Core Growth (Multi-Cap) Composite Ranking with Performance Ending 1st Qtr. 2018

#3 – 10 Year US Equity Core Growth (Multi-Cap) Composite Efficiency Ranking Ending 1st Qtr. 2018

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Wallick Investments' Dividend Focused Composite 

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#34 – 1 Year US Equity Dividend Focused Composite Ranking with Performance Ending 1st Qtr. 2018

#35 – 1 Year US Equity Dividend Focused Composite Efficiency Ranking Ending 1st Qtr. 2018

 

#34 – 3 Year US Equity Dividend Focused Composite Ranking with Performance Ending 1st Qtr. 2018

#38 – 3 Year US Equity Dividend Focused Composite Efficiency Ranking Ending 1st Qtr. 2018

 

#30 – 5 Year US Equity Dividend Focused Composite Ranking with Performance Ending 1st Qtr. 2018

#34 – 5 Year US Equity Dividend Focused Composite Efficiency Ranking Ending 1st Qtr. 2018
 

#30 – 7 Year US Equity Dividend Focused Composite Ranking with Performance Ending 1st Qtr. 2018

#32 – 7 Year US Equity Dividend Focused Composite Efficiency Ranking Ending 1st Qtr. 2018

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#29 – 10 Year US Equity Dividend Focused Composite Ranking with Performance Ending 1st Qtr. 2018

#18 – 10 Year US Equity Dividend Focused Composite Efficiency Ranking Ending 1st Qtr. 2018*

 

 

Wallick Investments' Fidelis Composite 

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#25 – 1 Year US Equity WI Fidelis Composite Ranking with Performance Ending 1st Qtr. 2018

#22 – 1 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 1st Qtr. 208

 

#22 – 3 Year US Equity WI Fidelis Composite Ranking with Performance Ending 1st Qtr. 2018

#33 – 3 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 1st Qtr. 2018*
 

#7 – 5 Year US Equity WI Fidelis Composite Ranking with Performance Ending 1st Qtr. 2018

#24 – 5 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 1st Qtr. 2018

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Wallick Investments' Aggressive Composite 

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#31 – 1 Year US Equity WI Aggressive Composite Ranking with Performance Ending 1st Qtr. 2018

#35 – 1 Year US Equity WI Aggressive Composite Efficiency Ranking Ending 1st Qtr. 2018

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#32 – 3 Year US Equity WI Aggressive Composite Ranking with Performance Ending 1st Qtr. 2018

#30 – 3 Year US Equity WI Aggressive Composite Efficiency Ranking Ending 1st Qtr. 2018

  

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1Q2018 Model Rankings

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Wallick Investments' Core Growth Model 

#7 – 1 Year US Equity Core Growth (Multi-Cap) Ranking with Performance Ending 1st Qtr. 2018

#10 – 1 Year US Equity Core Growth (Multi-Cap) Efficiency Ranking Ending 1st Qtr. 2018

#10 – 3 Year US Equity Core Growth (Multi-Cap) Ranking with Performance Ending 1st Qtr. 2018

#12 – 3 Year US Equity Core Growth (Multi-Cap) Efficiency Ranking Ending 1st Qtr. 2018

#6 – 5 Year US Equity Core Growth (Multi-Cap) Ranking with Performance Ending 1st Qtr. 2018

#9 – 5 Year US Equity Core Growth (Multi-Cap) Efficiency Ranking Ending 1st Qtr. 2018

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#5 – 7 Year US Equity Core Growth (Multi-Cap) Ranking with Performance Ending 1st Qtr. 2018

#11 – 7 Year US Equity Core Growth (Multi-Cap) Efficiency Ranking Ending 1st Qtr. 2018

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#6 – 10 Year US Equity Core Growth (Multi-Cap) Ranking with Performance Ending 1st Qtr. 2018

#7 – 10 Year US Equity Core Growth (Multi-Cap) Efficiency Ranking Ending 1st Qtr. 2018

 

 

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Wallick Investments' Core Value Model 

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#43– 1 Year US Equity Core Value Ranking with Performance Ending 1st Qtr. 2018

#43 – 1 Year US Equity Core Value Efficiency Ranking Ending 1st Qtr. 2018

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#39 – 3 Year US Equity Core Value Ranking with Performance Ending 1st Qtr. 2018

#46 – 3 Year US Equity Core Value Efficiency Ranking Ending 1st Qtr. 2018

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#39 – 5 Year US Equity Core Value Ranking with Performance Ending 1st Qtr. 2018

#42 – 5 Year US Equity Core Value Efficiency Ranking Ending 1st Qtr. 2018

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#39 – 7 Year US Equity Core Value Ranking with Performance Ending 1st Qtr. 2018

#32 – 7 Year US Equity Core Value Efficiency Ranking Ending 1st Qtr. 2018

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#36 – 10 Year US Equity Core Value Ranking with Performance Ending 1st Qtr. 2018

#20 – 10 Year US Equity Core Value Efficiency Ranking Ending 1st Qtr. 2018

 

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Wallick Investments' Core Growth & Value Model 

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#16 – 1 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance Ending 1st Qtr. 2018

#2 – 1 Year US Equity Core Growth & Value (Multi-Cap Blend) Efficiency Ranking Ending 1st Qtr. 2018

#22 – 3 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance Ending 1st Qtr. 2018

#24 – 3 Year US Equity Core Growth & Value (Multi-Cap Blend) Efficiency Ranking Ending 1st Qtr. 2018

#23 – 5 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance Ending 1st Qtr. 2018

#18 – 5 Year US Equity Core Growth & Value (Multi-Cap Blend) Efficiency Ranking Ending 1st Qtr. 2018
 

#28 – 7 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance Ending 1st Qtr. 2018

#31 – 7 Year US Equity Core Growth & Value (Multi-Cap Blend) Efficiency Ranking Ending 1st Qtr. 2018*
 

#16 – 10 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance Ending 1st Qtr. 2018

#14 – 10 Year US Equity Core Growth & Value (Multi-Cap Blend) Efficiency Ranking Ending 1st Qtr. 2018*

 

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Further specific time period

MMR source documents

available upon request. 

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