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.
4Q2020 Money Manager Review
* 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
Further specific time period MMR source documents
available upon request.