Wallick Investments, LLC’s faith and factor-based separate account composite, Fidelis, received a 5-star Morningstar RatingTM among 446 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of December 31, 2020. Only the top 10% of products in each product category receive 5 stars. This is the 20th out of 25 quarters that WI Fidelis has received a 4-star or greater Overall Morningstar Rating. WI Fidelis has received a 3-star or greater Overall Morningstar Rating for 100% of quarters reported. Morningstar® is a leading provider of independent investment research (corporate.morningstar.com).
Historical 3-, 4- and 5-star Morningstar Ratings for WI Fidelis
The Morningstar RatingTM for funds, or “star rating”, is calculated for separate accounts with at least a three-year history. WI Fidelis inception date: January 2012.