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
#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*
#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
Further specific time period MMR source documents
available upon request.