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2018 Money Manager Review
Source Documents 

* Denotes a tie within the ranking
** Denotes later download date for source document.

Note: Money Manager Review performance is calculated quarterly. This may create a discrepancy due to rounding between Money Manager Review performance figures versus the Wallick Investments' Portfolio Review composite performance figures, which are calculated monthly. 

1Q2018 Composite Rankings

Wallick Investments' Core Growth Composite 

#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

Wallick Investments' Dividend Focused Composite 

#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

#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 

#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

 

Wallick Investments' Aggressive Composite 

#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

#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

  

 

1Q2018 Model Rankings

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

#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

#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

 

 

Wallick Investments' Core Value Model 

#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

#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

#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

#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

#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


 

Wallick Investments' Core Growth & Value Model 

#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*

 

Further specific time period

MMR source documents

available upon request. 

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Columbia, SC 29201

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