Wallick Investments’ Fidelis separate account receives 5-star Overall Morningstar RatingTM
February 9, 2018
Wallick Investments, LLC’s Fidelis composite received a 5-star Overall Morningstar RatingTM among 398 large-cap value products as of December 31, 2017 – Morningstars’ highest rating for risk-adjusted performance. This is the 5th straight quarter and 8th out of 14 that Wallick Investments’ Fidelis portfolio has received a 4-star or greater Morningstar Rating. WI Fidelis has received a 3-star or greater Morningstar Rating for 100% of its reporting quarters.
WI Core Growth composite received a 4-star Overall Morningstar Rating among 151 mid-cap blend products as of December 31, 2017. This is the 16th quarter out of 23 that Wallick Investments’ Core Growth has received a 4-star or greater Morningstar Rating. WI Core Growth has received a 3-star or greater Morningstar Rating for 100% of its reporting quarters.
The Morningstar Rating for funds, or “star rating”, is calculated for separate accounts with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.*
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Wallick Investments, LLC
Since 2005, South Carolina RIA firm Wallick Investments offers both investment advisory and portfolio management services, eliminating unnecessary fees for clients. As a CFA Institute member, Wallick Investments accepts fiduciary responsibility for their clients’ accounts. Its strategies are available to individuals (IRA, joint, individual, trusts), institutions (corporate pensions, 401Ks, foundations, endowments) and other non-affiliated advisors. For more information on all Wallick Investments’ portfolios and performance, contact Wallick Investments at 803-699-9400 or visit wallickinvestments.com.
* © 2018 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
