Money Manager Review (MMR) —
a San Francisco-based firm providing independent analysis
of private money manager firms, historical rankings
of WI Fidelis are included below.
Ranking Snapshots
​2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
3Q2021 Money Manager Review
Source Documents
* Denotes a tie within the ranking (return/risk)
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.
3Q2021 Composite Rankings
Wallick Investments' Fidelis Composite
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#47 – 1 Year US Equity WI Fidelis Composite Ranking with Performance Ending 3rd Qtr. 2021
#38 – 1 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 3rd Qtr. 2021
#28 – 3 Year US Equity WI Fidelis Composite Ranking with Performance Ending 3rd Qtr. 2021
#31 – 3 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 3rd Qtr. 2021
#21 – 5 Year US Equity WI Fidelis Composite Ranking with Performance Ending 3rd Qtr. 2021
#17 – 5 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 3rd Qtr. 2021*
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#19 – 7 Year US Equity WI Fidelis Composite Ranking with Performance Ending 3rd Qtr. 2021
#23 – 7 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 3rd Qtr. 2021
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Further specific time period MMR source documents
available upon request.
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