Wallick Investments, LLC’s faith and factor-based separately managed account Fidelis, was recategorized by Morningstar from Large-Cap Value to Mid-Cap Blend. As of March 31, 2021, WI Fidelis received a 5-star Morningstar RatingTM among 135 Mid-Cap Blend products for 3-year performance, and a 4-star Morningstar Rating for 5-year and Overall risk-adjusted performance. This is the 21st out of 26 quarters that WI Fidelis has received a 4-star or greater Overall Morningstar Rating. WI Fidelis has received a 3-star or greater Overall Morningstar Rating for 100% of quarters reported. Morningstar® is a leading provider of independent investment research (corporate.morningstar.com).
Historical 3-, 4- and 5-star Morningstar Ratings for WI Fidelis
The Morningstar RatingTM for funds, or “star rating”, is calculated for separate accounts with at least a three-year history. WI Fidelis inception date: January 2012.