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 March 31, 2021. 
 
Ranking Snapshots
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4Q2020 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. 

4Q2020 Composite Rankings

Wallick Investments' Fidelis Composite 

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#23 – 1 Year US Equity WI Fidelis Composite Ranking with Performance Ending 4th Qtr. 2020

#26 – 1 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 4th Qtr. 2020

#21 – 3 Year US Equity WI Fidelis Composite Ranking with Performance Ending 4th Qtr. 2020

#23 – 3 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 4th Qtr. 2020
 

#14 – 5 Year US Equity WI Fidelis Composite Ranking with Performance Ending 4th Qtr. 2020

#17 – 5 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 4th Qtr. 2020*

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#14 – 7 Year US Equity WI Fidelis Composite Ranking with Performance Ending 4th Qtr. 2020

#20 – 7 Year US Equity WI Fidelis Composite Efficiency Ranking Ending 4th Qtr. 2020*

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Further specific time period MMR source documents

available upon request. 

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