Money Manager Review—
a San Francisco-based firm providing independent analysis of private money manager firms, ranks Wallick Investments Fidelis Composite #14 in the nation among Large-Cap Value/Blend managers for 7-year performance as of June 30, 2021.

Ranking Snapshots
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2Q2021 Money Manager Review
Source Documents

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* 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.

2Q2021 Composite Rankings

Wallick Investments' Fidelis Composite

#49 – 1 Year US Equity WI Fidelis Composite Ranking with Performance Ending 1st Qtr. 2021

#38 – 1 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 1st Qtr. 2021

#28 – 3 Year US Equity WI Fidelis Composite Ranking with Performance Ending 1st Qtr. 2021

#31 – 3 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 1st Qtr. 2021

#21 – 5 Year US Equity WI Fidelis Composite Ranking with Performance Ending 1st Qtr. 2021

#17 – 5 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 1st Qtr. 2021*

#19 – 7 Year US Equity WI Fidelis Composite Ranking with Performance Ending 1st Qtr. 2021

#23 – 7 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 1st Qtr. 2021

Further specific time period MMR source documents

available upon request.